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 Instl Mutual fund in their Schedule of Assets, totaling $2.6M 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 | PORT TERMINAL RAILROAD ASSOCIATION PORT TERMINAL RAILROAD ASSOCIATION THRIFT PLAN | HOUSTON TX | 276 | $20.6M | $1.5M |
| 2 | GATEWAY TICKETING SYSTEMS, INC. GATEWAY TICKETING SYSTEMS, INC. 401(K) PLAN | GILBERTSVILLE PA | 128 | $19.6M | $830K |
| 3 | UTAH EMERGENCY PHYSICIANS, P.C. |
SALT LAKE CITY UT |
| 151 |
| $99.6M |
| $249K |
