Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA INVESTMENT GRADE PORT INST in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DANOS, LLC DANOS, LLC 401(K) RETIREMENT PLAN | GRAY LA | 1,969 | $59.9M | $1.6M |
| 2 | RHODES FINANCIAL SERVICES, LLC RHODES FINANCIAL SERVICES, LLC 401(K) PLAN | AUGUSTA GA | 178 | $27.6M | $672K |
| 3 | US METRO BANK US METRO BANK 401(K) PLAN |
| 159 |
| $13.8M |
| $536K |
| 4 | GEORGE S. COYNE CHEMICAL CO., IN GEORGE S. COYNE CHEMICAL CO., INC. 401(K) PROFIT SHARING PLAN | CROYDON PA | 96 | $16.7M | $535K |
| 5 | SDI, INC. SDI, INC. RETIREMENT SAVINGS PLAN | BRISTOL PA | 309 | $14.6M | $318K |
| 6 | PACASO PACASO 401(K) PLAN | CINCINNATI OH | 124 | $5.5M | $175K |
| 7 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $137K |
| 8 | CREDO SEMICONDUCTOR, INC. CREDO SEMICONDUCTOR, INC. | SAN JOSE CA | 207 | $16.1M | $88K |
| 9 | BIOTE MEDICAL, LLC BIOTE MEDICAL 401(K) PLAN | IRVING TX | 195 | $9.0M | $61K |
| 10 | FOOTAGE FIRM, INC. FOOTAGE FIRM, INC. DBA STORYBLOCKS RETIREMENT TRUST | ARLINGTON VA | 111 | $12.6M | $21K |
