Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Short-Term Extended Quality I in their Schedule of Assets, totaling $1.2M 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 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $826K |
| 2 | SEEGARS FENCE COMPANY, INC. SEEGARS FENCE COMPANY, INC. 401(K) RETIREMENT PLAN | GOLDSBORO NC | 257 | $12.3M | $376K |
| 3 | L. C. WHITFORD CO., INC. |
WELLSVILLE NY |
| 149 |
| $12.3M |
| $449 |
