Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Infl-Prot Sec Port Ins Mutual fund - in their Schedule of Assets, totaling $241K 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 | ALPHA Q, INC. ALPHA Q, INC. 401(K) PLAN | COLCHESTER CT | 191 | $16.0M | $129K |
| 2 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $46K |
| 3 | RICCELLI HOLDINGS, INC. RICCELLI HOLDINGS, INC. 401(K) & PROFIT SHARING PLAN |
NORTH SYRACUSE NY |
| 277 |
| $9.1M |
| $25K |
| 4 | FINQUERY, LLC FINQUERY 401(K) PLAN | ATLANTA GA | 170 | $12.2M | $17K |
| 5 | A&D MORTGAGE LLC A&D MORTGAGE LLC | HOLLYWOOD FL | 175 | $1.6M | $13K |
| 6 | SWC GROUP, LP SWC GROUP, LP RETIREMENT SAVINGS PLAN | CARROLLTON TX | 114 | $3.2M | $6K |
| 7 | ADVANTAGECARE REHABILITATION, INC. ADVANTAGECARE REHABILITATION, INC. 401(K) PLAN | PITTSBURGH PA | 688 | $10.4M | $4K |
| 8 | HARLEM RBI 403(B) RETIREMENT PLAN FOR HARLEM RBI | NEW YORK NY | 112 | $6.1M | $1K |
