Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Investment Grade Portfolio Institutional Class Shares Mutual Fund N/A 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 | MEYER MANUFACTURING CORPORATION MEYER MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | DORCHESTER WI | 140 | $21.8M | $971K |
| 2 | DELTA DEFENSE, LLC DELTA DEFENSE, LLC 401(K) PLAN | WEST BEND WI | 626 | $28.6M | $371K |
