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 Intermediate Government Fixed-Income Fund in their Schedule of Assets, totaling $2.3M 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 | ODA PRIMARY HEALTH CARE NETWORK ODA PRIMARY HEALTH CARE NETWORK 403(B) PLAN | BROOKLYN NY | 656 | $13.3M | $1.4M |
| 2 | CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 95 | $39.9M | $549K |
| 3 | MAS US HOLDINGS INC MAS US HOLDINGS INC 401(K) PLAN |
ASHEBORO NC |
| 155 |
| $4.9M |
| $331K |
| 4 | C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK PA | 69 | $9.0M | $21K |
