Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Investment Grade Portfolio Mutual fund in their Schedule of Assets, totaling $8.4M 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 | WINDHAM BRANNON, LLC WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 235 | $44.1M | $6.0M |
| 2 | ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. 401(K) PLAN | WAUSAU WI | 137 | $32.3M | $827K |
| 3 | LAKEWOOD HEALTH SYSTEM LAKEWOOD HEALTH SYSTEM 401(K) PLAN |
STAPLES MN |
| 851 |
| $78.4M |
| $483K |
| 4 | ALL WORLD MACHINERY SUPPLY, INC. ALL WORLD MACHINERY SUPPLY, INC. 401(K) PLAN | ROSCOE IL | 125 | $14.0M | $477K |
| 5 | BREX INC. BREX 401(K) PLAN | SAN FRANCISCO CA | 650 | $66.7M | $202K |
| 6 | RESSLER MOTOR COMPANY RESSLER MOTOR COMPANY 401(K) PROFIT SHARING PLAN | BOZEMAN MT | 275 | $16.3M | $173K |
| 7 | MENLO SECURITY, INC. MENLO SECURITY, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 182 | $18.5M | $104K |
| 8 | PRESCRYPTIVE HEALTH INC. PRESCRYPTIVE HEALTH 401(K) PLAN | REDMOND WA | 104 | $7.5M | $51K |
| 9 | AEVA, INC. AEVA RETIREMENT PLAN | MOUNTAIN VIEW CA | 230 | $25.9M | $16K |
