Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors Intermediate Govt Fixed-Income I in their Schedule of Assets, totaling $359K 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 | BRASWELL FAMILY FARMS BRASWELL FAMILY FARMS 401(K) PLAN | NASHVILLE NC | 125 | $19.6M | $349K |
| 2 | RBC DEVELOPMENT, LLC RBC DEVELOPMENT, LLC SAFE HARBOR 401(K) PLAN | LENEXA KS | 90 | $8.3M | $7K |
| 3 | UMC ENERGY SOLUTIONS, INC. UMC ENERGY SOLUTIONS 401(K) PLAN |
JOSHUA TX |
| 131 |
| $3.9M |
| $3K |