Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA INF PRT SEC PORT - in their Schedule of Assets, totaling $433K 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 | INMAR, INC. INMAR, INC. PROFIT SHARING AND 401(K) PLAN | WINSTON SALEM NC | 3,842 | $240.9M | $204K |
| 2 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $161K |
| 3 | OPPORTUNITY FINANCIAL, LLC OPPORTUNITY FINANCIAL, LLC 401(K) PLAN |
CHICAGO IL |
| 463 |
| $27.9M |
| $58K |
| 4 | EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 164 | $19.8M | $9K |
