Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding DFA Infl Protected Sec I Fund in their Schedule of Assets, totaling $9.6M 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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $2.6M |
| 2 | ROBERTS SINTO CORPORATION ROBERTS SINTO CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | GRAND LEDGE MI | 167 | $17.8M | $1.1M |
| 3 | GREYLOCK FEDERAL CREDIT UNION |
PITTSFIELD MA |
| 273 |
| $34.5M |
| $1.1M |
| 4 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $999K |
| 5 | SILVER STATE SCHOOLS CREDIT UNION SILVER STATE SCHOOLS CREDIT UNION DEFINED BENEFIT PLAN | LAS VEGAS NV | 21 | $19.0M | $831K |
| 6 | DOVEDALE SALES CORP. DOVEDALE SALES CORP. 401(K) PLAN | COMMACK NY | 258 | $16.0M | $548K |
| 7 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | TEMPE AZ | 2,726 | $138.4M | $454K |
| 8 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $325K |
| 9 | THERMOFLEX CORP. THERMOFLEX CORP. 401(K) PLAN | WAUKEGAN IL | 815 | $12.0M | $312K |
| 10 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | SCOTTSDALE AZ | 2,606 | $89.5M | $254K |
