Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Social Fixed Inc Port Instl DFA 0 in their Schedule of Assets, totaling $46K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTER FOR POPULAR DEMOCRACY, INC. CENTER FOR POPULAR DEMOCRACY INC RETIREMENT PLAN | BROOKLYN NY | 98 | $9.7M | $35K |
| 2 | TARA GROUP, LLC TARA GROUP, LLC 401(K) RETIREMENT PLAN | BOCA RATON FL | 323 | $15.8M | $10K |
| 3 | PHYSICIAN'S COMPUTER COMPANY PHYSICIAN'S COMPUTER COMPANY 401K PS PLAN |
WINOOSKI VT |
| 113 |
| $21.7M |
| $2K |
