Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US High Relative Profit Prt Inst Fund in their Schedule of Assets, totaling $3.3M 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. FARTHER PEP | JACKSONVILLE FL | 548 | $37.4M | $2.1M |
| 2 | NESTEGGS RETIREMENT PLAN SERVICES, INC. THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN | JACKSONVILLE FL | 188 | $16.8M | $934K |
| 3 | FIRST COAST CARDIOVASCULAR INSTITUTE |
JACKSONVILLE FL |
| 125 |
| $5.1M |
| $275K |
