Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA SHORT TERM GOVT PORT INST in their Schedule of Assets, totaling $917K 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 | PREFERRED BANK PREFERRED BANK 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 312 | $58.8M | $753K |
| 2 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $107K |
| 3 | NUVOLO TECHNOLOGIES CORPORATION |
WELLESLEY MA |
| 0 |
| $4.8M |
| $47K |
| 4 | EFFECTUS GROUP EFFECTUS GROUP 401(K) SAVINGS PLAN | SAN JOSE CA | 145 | $14.4M | $9K |
