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 Pooled Separate Accounts in their Schedule of Assets, totaling $1.5M 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 | HARBORSTONE CREDIT UNION HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN | TACOMA WA | 301 | $54.2M | $727K |
| 2 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE FL | 148 | $25.4M | $402K |
| 3 | RECYCLING MANAGEMENT RESOURCES, LLC |
PARSIPPANY NJ |
| 276 |
| $13.9M |
| $195K |
| 4 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $39K |
| 5 | METROKIDS CRADLE BROOKLYN, INC. METROKIDS CRADLE 401(K) PLAN | NEW YORK NY | 55 | $2.8M | $30K |
| 6 | BROOKLYN NAVY YARD DEVELOPMENT CORP. BROOKLYN NAVY YARD DEVELOPMENT CORP. PENSION PLAN | BROOKLYN NY | 110 | $16.2M | $28K |
| 7 | GEORGE L. MEE MEMORIAL HOSPITAL MEE MEMORIAL HOSPITAL 403(B) PLAN | KING CITY CA | 373 | $7.7M | $26K |
| 8 | OLAM WEST COAST, INC. OLAM AMERICAS - HANFORD HOURLY UNION EMPLOYEE | FRESNO CA | 33 | $2.4M | $7K |
