Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Invt Grd Port Is Mutual Fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PWP EMPLOYER LP PWP 401(K) PLAN | NEW YORK NY | 487 | $147.0M | $1.4M |
| 2 | APEEL TECHNOLOGY, INC. APEEL SCIENCES 401(K) PLAN | GOLETA CA | 108 | $19.7M | $242K |
| 3 | ABLE FREIGHT SERVICES, LLC ABLE FREIGHT SERVICES, LLC 401(K) PLAN | LAGUNA BEACH |
| 39 |
| $4.4M |
| $49K |
| 4 | MERCURY RADIO ARTS, INC. MERCURY RADIO ARTS, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 91 | $6.3M | $33K |
