Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Infl‐Prot Sec Port Ins Pooled Separate Account N/A in their Schedule of Assets, totaling $459K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CBR MANAGEMENT SERVICES, INC. CBR MANAGEMENT SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 2,396 | $40.1M | $351K |
| 2 | PETROFAC, INC. PETROFAC, INC. 401(K) PLAN | HOUSTON TX | 318 | $7.1M | $72K |
| 3 | INTIGRAL, INC. INTIGRAL, INC. INCENTIVE PLAN AND TRUST |
WALTON HILLS OH |
| 204 |
| $10.9M |
| $36K |
