Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA ST EXTENDED QUAL PORT INST in their Schedule of Assets, totaling $1.6M 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 | SQUIRE & COMPANY, PC SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 185 | $40.3M | $1.6M |
| 2 | RIVERVIEW, LLP RIVERVIEW 401(K) PLAN | MORRIS MN | 1,191 | $56.6M | $8K |
| 3 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T |
SAN DIEGO CA |
| 144 |
| $19.9M |
| $7K |
