Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding DFA Inflat-Prot Securities Port Inst Pooled separate account in their Schedule of Assets, totaling $3.2M 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 | SAN JOAQUIN REFINING COMPANY, INC. SAN JOAQUIN REFINING COMPANY 401K PLAN | BAKERSFIELD CA | 131 | $36.2M | $952K |
| 2 | GEOLOGIC ASSOCIATES GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN | ONTARIO CA | 302 | $88.1M | $604K |
| 3 | NORTHWEST RADIOLOGISTS, INC., P.S. |
BELLINGHAM WA |
| 149 |
| $37.8M |
| $267K |
| 4 | GLOBAL-E US INC. GLOBAL-E US INC. 401(K) PLAN | NEW YORK NY | 185 | $10.3M | $210K |
| 5 | RRC POWER & ENERGY, LLC RRC POWER & ENERGY, LLC 401(K) PLAN | ROUND ROCK TX | 278 | $19.3M | $202K |
| 6 | TWIN CITY HARDWARE COMPANY TWIN CITY HARDWARE COMPANY 401(K) SAVINGS PLAN AND TRUST | OAKDALE MN | 255 | $33.4M | $184K |
| 7 | ROBERT W. SULLIVAN, INC. ROBERT W. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 82 | $11.3M | $181K |
| 8 | WELKER, INC. WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST | SUGAR LAND TX | 103 | $14.5M | $168K |
| 9 | MARINE SOLUTIONS, INC. MARINE SOLUTIONS, INC. RETIREMENT PLAN | NICHOLASVILLE KY | 141 | $12.6M | $72K |
| 10 | AVIONTE, LLC AVIONTE, LLC 401(K) PLAN | BLOOMINGTON MN | 298 | $17.6M | $65K |
