Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dfa Us Hi Relatv Profitability Instl Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 106 | $26.6M | $1.3M |
| 2 | BASIN DISPOSAL BASIN DISPOSAL INC. 401(K) PLAN | PASCO WA | 114 | $11.4M | $358K |
| 3 | GRAVIS LAW, PLLC GRAVIS LAW, PLLC 401(K) PLAN |
RICHLAND WA |
| 184 |
| $4.2M |
| $333K |
| 4 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN | OKLAHOMA CITY OK | 115 | $7.9M | $197K |
| 5 | NEBRASKA ORGAN RECOVERY SYSTEM D/B/A LIVE ON NEBRASKA LIVE ON NEBRASKA 401(K) PLAN | OMAHA NE | 105 | $7.9M | $22K |
