Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA Inflat-Prot Securities Port Inst in their Schedule of Assets, totaling $1.7M 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 | CLEVER DEVICES LTD. CLEVER DEVICES LTD. 401(K) PLAN | WOODBURY NY | 442 | $73.0M | $1.4M |
| 2 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $114K |
| 3 | ALLERVIE AND CLINICAL HOLDINGS, LLC ALLERGY AND CLINICAL HOLDINGS, LLC 401(K) PLAN |
FRISCO TX |
| 412 |
| $17.0M |
| $112K |
| 4 | FORSTER & GARBUS LLP FORSTER & GARBUS 401(K) PLAN | ISLANDIA NY | 87 | $6.3M | $92K |
