Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Portfolio Dimensional Fund Advisors Short-Term Extended Quality N/R in their Schedule of Assets, totaling $48K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. 401(K) PROFIT SHARING PLAN | MONTGOMERY WV | 377 | $6.8M | $48K |
