Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Short-Term Extended Quality I Mutual fund in their Schedule of Assets, totaling $298K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TCA ARCHITECTS, INC. TCA ARCHITECTS, INC. 401(K) PLAN | IRVINE CA | 86 | $18.5M | $294K |
| 2 | BLVD RESIDENTIAL INC. BLVD RESIDENTIAL INC. 401(K) PLAN | MENLO PARK CA | 297 | $2.4M | $3K |
