Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA INVT GRD PORT IS - in their Schedule of Assets, totaling $1.0M 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 | PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS MN | 180 | $39.6M | $433K |
| 2 | THE VERNDALE CORPORATION THE VERNDALE CORPORATION 401(K) | BOSTON MA | 107 | $21.3M | $397K |
| 3 | IVENTURE SOLUTIONS, INC. IVENTURE SOLUTIONS, INC. 401K P/S PLAN |
JACKSONVILLE FL |
| 177 |
| $11.7M |
| $183K |
