Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Investment Grade Portfolio Institutional Class Shares Mutual funds in their Schedule of Assets, totaling $224K 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 | WINDSOR FASHIONS, INC. WINDSOR FASHIONS 401(K) SAVINGS PLAN | SANTA FE SPRINGS CA | 974 | $14.8M | $224K |
