Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Investment Grade Portfolio Institutional Class Shares Mutual fund in their Schedule of Assets, totaling $2.3M 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 | SPOTON TECHNOLOGIES, INC. SPOTON TRANSACT 401(K) PLAN | SAN FRANCISCO CA | 1,117 | $37.3M | $1.4M |
| 2 | DENALI THERAPEUTICS INC. DENALI THERAPEUTICS 401(K) PLAN | SOUTH SAN FRANCISCO CA | 410 | $65.7M | $637K |
| 3 | WIX.COM, INC. WIX.COM, INC. 401(K) PLAN |
| 518 |
| $39.7M |
| $103K |
| 4 | ENBI ROCHESTER, INC. ENBI 401(K) PLAN | ROCHESTER NY | 115 | $10.6M | $70K |
| 5 | RESIDENT HOME, LLC RESIDENT HOME, LLC 401(K) PLAN | JEFFERSONVILLE IN | 295 | $11.8M | $18K |
| 6 | PRIVATE PREP NYC LLC PRIVATE PREP NYC LLC 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 101 | $4.8M | $14K |
