Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 93 retirement plans report an interest in this investment, totaling $14.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: DFA Inflation-protected Securities, DFA Inflation Protected Securities. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | KING KULLEN GROCERY CO., INC. RETIREMENT PLAN FOR EMPLOYEES OF KING KULLEN | HAUPPAUGE NY | 92 | $66.4M | $2.9M |
| 2 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $1.6M |
| 3 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $1.0M |
| 4 | ALLPRO CORPORATION ALLPRO CORPORATION 401(K) RETIREMENT PLAN | TAMPA FL | 1,398 | $28.8M | $909K |
| 5 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $728K |
| 6 | SURETY HR, INC. SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | WESTLAKE OH | 125 | $13.2M | $724K |
| 7 | AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG IL | 3,439 | $74.7M | $394K |
| 8 | SCOGGIN DICKEY CHEVROLET SCOGGIN DICKEY CHEVROLET 401K PROFIT SHARING PLAN | LUBBOCK TX | 171 | $11.6M | $382K |
| 9 | THE M & W LOGISTICS GROUP, INC. THE M & W LOGISTICS GROUP, INC. 401K PLAN | NASHVILLE TN | 180 | $7.6M | $365K |
| 10 | ITC INFOTECH USA, INC. ITC INFOTECH (USA), INC. 401(K) PLAN | PARAMUS NJ | 207 | $16.7M | $341K |
