Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dfa Infl Prtct Sec Inst in their Schedule of Assets, totaling $900K 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 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $340K |
| 2 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $251K |
| 3 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN |
PORTSMOUTH NH |
| 566 |
| $36.2M |
| $188K |
| 4 | THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE FL | 114 | $15.2M | $67K |
| 5 | SUN MOUNTAIN LUMBER COMPANY SUN MOUNTAIN LUMBER COMPANY 401(K) PLAN AND TRUST | DEER LODGE MT | 193 | $7.1M | $39K |
| 6 | MERCED COUNTY COMMUNITY ACTION BOARD M.C.C.A.B. 403(B) PLAN | MERCED CA | 186 | $2.9M | $6K |
| 7 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $6K |
| 8 | CONTINENTAL INSURANCE GROUP, LTD CONTINENTAL INSURANCE GROUP, LTD 401(K) PROFIT SHARING PLAN | AUSTIN TX | 252 | $14.6M | $2K |
| 9 | ST. JOSEPH CENTER ST. JOSEPH CENTER 403(B) PLAN | VENICE CA | 320 | $5.2M | $728 |
