Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Investment Grade Port Instl Fund in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NESTEGGS RETIREMENT PLAN SERVICES, INC. THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN | JACKSONVILLE FL | 188 | $16.8M | $1.0M |
| 2 | FIRST COAST CARDIOVASCULAR INSTITUTE FIRST COAST CARDIOVASCULAR INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 125 | $5.1M | $234K |
