Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Short-Duration Real Return # in their Schedule of Assets, totaling $160K 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 | OAK VIEW GROUP, LLC OAK VIEW GROUP 401(K) PLAN | PHILADELPHIA PA | 49,999 | $176.1M | $135K |
| 2 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $25K |
