Form 5500 Search

DFA Inflation-protected Securities

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 92 retirement plans report an interest in this investment, totaling $14.7M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
92
Reported interest (EOY)
$14.7M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: DFA Inflation-protected Securities, DFA Inflation Protected Securities. Counts combine all variants of the same investment.

Plans holding DFA Inflation-protected Securitiesranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1KING KULLEN GROCERY CO.
RETIREMENT PLAN FOR EMPLOYEES OF KING KULLEN
HAUPPAUGE
NY
80$65.9M$2.8M
2EMPLOYER FLEXIBLE
EMPLOYER FLEXIBLE 401(K) PLAN
HOUSTON
TX
11,224$215.4M$1.6M
3THE BRITISH EMBASSY
THE BRITISH EMBASSY 401(K) PLAN
WASHINGTON
DC
517$46.5M$1.0M
4ALLPRO CORPORATION
ALLPRO CORPORATION 401(K) RETIREMENT PLAN
TAMPA
FL
1,398$28.8M$909K
5NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.
MARINE INDUSTRY RETIREMENT PLAN
CHICAGO
IL
4,068$136.2M$728K
6SURETY HR, INC.
SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN
WESTLAKE
OH
125$13.2M$724K
7LEAN TECHNIQUES, INC.
LEAN TECHNIQUES INC 401K PLAN
JOHNSTON
IA
139$14.5M$406K
8AVMA LIFE TRUST, LLC
AVMA LIFE TRUST, LLC 401(K) PLAN
SCHAUMBURG
IL
3,439$74.7M$394K
9SCOGGIN DICKEY CHEVROLET
SCOGGIN DICKEY CHEVROLET 401K PROFIT SHARING PLAN
LUBBOCK
TX
171$11.6M$382K
10THE M & W LOGISTICS GROUP, INC.
THE M & W LOGISTICS GROUP, INC. 401K PLAN
NASHVILLE
TN
180$7.6M$365K
See all 92 plans holding DFA Inflation-protected Securities
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.