Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Short-Duration Real Return Instl DFA 0 in their Schedule of Assets, totaling $1.8M 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 | BELLETETES, INC BELLETETE'S, INC. 401(K) PROFIT SHARING PLAN | JAFFREY NH | 273 | $36.4M | $850K |
| 2 | DYNAMIC DIES, INC. THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUST | HOLLAND OH | 150 | $18.3M | $473K |
| 3 | EASTERN WHOLESALE FENCE, LLC EASTERN WHOLESALE FENCE, LLC 401(K) PLAN |
MEDFORD NY |
| 573 |
| $17.3M |
| $421K |
| 4 | BETHANY MEDICAL CENTER, P.A. BETHANY MEDICAL CENTER 401(K) PLAN | HIGH POINT NC | 299 | $5.1M | $10K |
