Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors Commodity Strategy Portfolio in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UFCW MEMBERS, LOCAL UNIONS, AND MU UFCW MEMBERS, LOCAL UNIONS, AND MULTI-EMPLOYER 401(K) PLAN | SOUTHFIELD MI | 2,369 | $30.2M | $583K |
| 2 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP PARTNER PENSION PLAN II | NEW YORK NY | 92 | $28.1M | $550K |
| 3 | CLIFFORD CHANCE US LLP |
NEW YORK NY |
| 92 |
| $28.1M |
| $550K |
| 4 | TEAMSTERS LOCAL UNION 299 TEAMSTERS LOCAL UNION 299 MULTI EMPLOYER 401(K) PLAN | DETROIT MI | 316 | $7.9M | $179K |