Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding DFA Dfa Inflation-Protected Securities I in their Schedule of Assets, totaling $8.2M 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 | BARRIOS TECHNOLOGY BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN | HOUSTON TX | 816 | $135.3M | $1.8M |
| 2 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.8M |
| 3 | VIRTEX ENTERPRISES LP VIRTEX ENTERPRISES 401(K) PLAN |
AUSTIN TX |
| 576 |
| $26.4M |
| $1.6M |
| 4 | CAREPOINT HEALTH, LLC CAREPOINT HEALTH, LLC 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 832 | $372.1M | $964K |
| 5 | BARENTZ NORTH AMERICA, LLC BARENTZ NORTH AMERICA, LLC 401(K) RETIREMENT PLAN | AVON OH | 338 | $38.3M | $495K |
| 6 | SIMPLISAFE, INC. SIMPLISAFE 401(K) PLAN | BOSTON MA | 1,145 | $55.3M | $240K |
| 7 | VERVENT, INC. VERVENT 401(K) PLAN | SAN DIEGO CA | 279 | $19.7M | $225K |
| 8 | PENTEGRA SERVICES, INC SMART RETIREMENT PEP | WHITE PLAINS NY | 760 | $13.5M | $210K |
| 9 | MRS. GERRY'S KITCHEN, LLC MRS. GERRY'S KITCHEN, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | ALBERT LEA MN | 217 | $26.2M | $166K |
| 10 | WISCONSIN STEEL AND TUBE CORPORATION WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN | MILWAUKEE WI | 152 | $14.1M | $166K |
