Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA Inflation-Protected Securities Portfolio Institutional Class in their Schedule of Assets, totaling $233K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $125K |
| 2 | LOCH HARBOUR GROUP INC LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | FAIRFAX VA | 78 | $8.7M | $53K |
| 3 | AMERICAN REFRIGERATION SUPPLIES, INC. |
PHOENIX AZ |
| 235 |
| $19.6M |
| $35K |
| 4 | KEYSTONE STRATEGY LLC KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 245 | $32.0M | $16K |
| 5 | AMERICAN EXCHANGE TIME LLC AMERICAN EXCHANGE TIME LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 254 | $5.0M | $3K |
