Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Infl-Prot Sec Port Ins Pooled Separate Accounts (1) 5 * DFA Real Estate Secs Port Ins Pooled Separate Accounts (1) in their Schedule of Assets, totaling $97K 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 | CHILDREN'S MERCY - COMM CHOICE PEDIATRICS, INC. CHILDREN'S MERCY - COMMUNITY CHOICE PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT MO | 101 | $18.9M | $97K |
