Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding DFA Infl‐Prot Sec Port Ins in their Schedule of Assets, totaling $3.8M 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 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $718K |
| 2 | MEDUIT. LLC ILK/A RECEIVABLES MEDUIT, LLC 401(K) RETIREMENT PLAN | CHARLOTTE NC | 1,398 | $49.1M | $378K |
| 3 | MERITRUST FEDERAL CREDIT UNION |
WICHITA KS |
| 333 |
| $37.0M |
| $355K |
| 4 | NOVUM HOLDINGS LLC NOVUM STRUCTURES, LLC 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 95 | $24.4M | $212K |
| 5 | LNS AMERICA, INC. LNS NORTH AMERICA 401(K) PLAN | CINCINNATI OH | 286 | $25.6M | $209K |
| 6 | RICHARD'S CORPORATION RICHARD'S CORPORATION PREVAILING WAGE/401(K) PLAN | TERRYVILLE CT | 115 | $21.7M | $182K |
| 7 | NORTH SHORE HEALTHCARE, LLC NORTH SHORE HEALTHCARE, LLC RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,364 | $18.9M | $154K |
| 8 | FLEXION, INC. FLEXION, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 250 | $16.4M | $151K |
| 9 | ENSTALL US, INC. ENSTALL US INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 231 | $23.7M | $129K |
| 10 | THOUGHT INDUSTRIES, INC. THOUGHT INDUSTRIES, INC. 401(K) RETIREMENT PLAN | BOSTON MA | 80 | $6.3M | $115K |
