Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 117 U.S. retirement plans report holding DFA Infl‐Prot Sec Port Ins Registered Investment Company in their Schedule of Assets, totaling $33.4M 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 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $5.5M |
| 2 | SOUTHERN OHIO MEDICAL CENTER SOUTHERN OHIO MEDICAL CENTER RETIREMENT SAVINGS PROGRAM | PORTSMOUTH OH | 3,316 | $172.9M | $4.3M |
| 3 | FRANKENMUTH CREDIT UNION |
FRANKENMUTH MI |
| 441 |
| $35.1M |
| $1.7M |
| 4 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $1.5M |
| 5 | DUBOIS CHEMICALS, INC. DUBOIS CHEMICALS, INC. RETIREMENT SAVINGS PLAN | SHARONVILLE OH | 894 | $107.1M | $1.5M |
| 6 | PROVIA PAYROLL, LLC PROVIA 401K PLAN | SUGARCREEK OH | 2,099 | $115.4M | $1.3M |
| 7 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $1.0M |
| 8 | BANKERS BANK BANKERS' BANK 401(K) PLAN | MADISON WI | 133 | $35.4M | $880K |
| 9 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $755K |
| 10 | ASHTON WOODS USA, LLC. ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN | ALPHARETTA GA | 1,312 | $118.4M | $724K |
