Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Short Term Government Port in their Schedule of Assets, totaling $762K 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 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $504K |
| 2 | J. ARTHUR TRUDEAU MEMORIAL CENTER 403(B) THRIFT PLAN OF J. ARTHUR TRUDEAU MEMORIAL CENTER | WARWICK RI | 333 | $12.8M | $201K |
| 3 | GEM PLUMBING AND HEATING CO., INC. |
LINCOLN RI |
| 735 |
| $6.2M |
| $57K |
