Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Securities DFA Short-Term Extended Quality in their Schedule of Assets, totaling $13.0M 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 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $13.0M |
