Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Short Term Extended Quality Inst Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | ELECTRICAL COMPONENTS INTERNATIONAL, INC. ECI, INC. 401(K) PLAN | ST. LOUIS MO | 615 | $31.6M | $1.8M |
| 2 | V.I.P, INC. V.I.P., INC. RETIREMENT SAVINGS PLAN & TRUST | AUBURN ME | 674 | $7.6M | $421K |
| 3 | NEWBURY MANAGEMENT COMPANY DBA/NEWBURY LIVING NEWBURY MANAGEMENT COMPANY 401(K) PLAN |
WEST DES MOINES IA |
| 133 |
| $5.4M |
| $293K |
| 4 | J.S. COALTER & ASSOCIATES, INC. COALTER GROUP 401(K) PLAN | CAPE GIRARDEAU MO | 221 | $517K | $9K |
