Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Short-Duration Real Return Instl in their Schedule of Assets, totaling $953K 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 | HLW INTERNATIONAL, LLP HLW INTERNATIONAL, LLP SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 196 | $35.3M | $679K |
| 2 | STEREOTAXIS, INC. STEREOTAXIS, INC. EMPLOYEES SAVINGS TRUST | ST. LOUIS MO | 117 | $16.8M | $118K |
| 3 | CONCORD HOSPITAL, INC. CONCORD HOSPITAL 403(B) PLAN |
CONCORD NH |
| 4,886 |
| $269.3M |
| $116K |
| 4 | KNOX-PRECISION HOLDINGS, LLC KNOX-PRECISION HOLDINGS RETIREMENT SAVINGS PLAN | CHICAGO IL | 199 | $6.8M | $39K |
| 5 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $2K |
