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 Mutual fund in their Schedule of Assets, totaling $995K 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 | FIRSTFRUITS HOLDCO, LLC FIRSTFRUITS HOLDCO 401(K) PLAN | PRESCOTT WA | 1,529 | $10.8M | $781K |
| 2 | GRAVIS LAW, PLLC GRAVIS LAW, PLLC 401(K) PLAN | RICHLAND WA | 184 | $4.2M | $134K |
| 3 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN |
| 354 |
| $45.2M |
| $79K |
| 4 | NEWTON MONTESSORI SCHOOL INC. DBA WELLAN MONTESS WELLAN MONTESSORI SCHOOL 403(B) PLAN | NEWTON MA | 104 | $4.5M | $1K |
