Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors 2040 TDR Income Instl in their Schedule of Assets, totaling $250K 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 | ARROW DRILLERS, INC. ARROW DRILLERS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 150 | $14.3M | $250K |
