Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA Intermediate Govt Fixed-Income I in their Schedule of Assets, totaling $534K 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 | BYLER HOLDINGS, LLC BYLER HOLDINGS 401(K) PLAN | LEBANON PA | 157 | $2.3M | $287K |
| 2 | ALTA SKI LIFTS COMPANY DBA ALTA SKI AREA ALTA SKI LIFTS COMPANY RETIREMENT PLAN | ALTA UT | 230 | $4.8M | $145K |
| 3 | GRIDPOINT, INC. GRIDPOINT, INC. 401(K) PLAN |
RESTON VA |
| 187 |
| $15.8M |
| $39K |
| 4 | DNA TWOPOINTO, INC., DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST | NEWARK CA | 139 | $29.5M | $24K |
| 5 | PROSOCO, INC. PROSOCO, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE KS | 129 | $21.4M | $16K |
| 6 | SIMPSON SENIOR SERVICES, INC. SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN | BALA CYNWYD PA | 570 | $11.5M | $12K |
| 7 | CHERRY STREET SERVICES, INC. CHERRY HEALTH 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 710 | $42.5M | $11K |
