Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors Investment Grade Portfolio in their Schedule of Assets, totaling $3.2M 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 | HUNT & HENRIQUES,LLP HUNT & HENRIQUES,LLP 401(K) PLAN | SAN JOSE CA | 65 | $15.6M | $2.0M |
| 2 | BRUNK INDUSTRIES, INC. BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | LAKE GENEVA WI | 303 | $28.5M | $876K |
| 3 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN |
JACKSONVILLE FL |
| 140 |
| $4.2M |
| $343K |
