Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA ONE YEAR FIXED INCOME Registered Investment Company in their Schedule of Assets, totaling $26.9M 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 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $9.3M |
| 2 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN | PHILADELPHIA PA | 455 | $338.0M | $8.4M |
| 3 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN |
AUSTIN TX |
| 1,226 |
| $450.4M |
| $7.7M |
| 4 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $1.6M |
