Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 164 U.S. retirement plans report holding DFA INFLATION PROT SEC INST in their Schedule of Assets, totaling $20.1M 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 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $1.7M |
| 2 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $1.4M |
| 3 | BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN |
SAN FRANCISCO CA |
| 95 |
| $12.7M |
| $1.1M |
| 4 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $870K |
| 5 | CJ AMERICA INC CJ 401(K) PLAN | LOS ANGELES CA | 739 | $51.0M | $712K |
| 6 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,650 | $228.5M | $661K |
| 7 | LEADERSHIP FOR EDUCATIONAL EQUIT LEADERSHIP FOR EDUCATIONAL EQUIT EQUITY 401(K) PLAN | WILMINGTON DE | 144 | $12.9M | $647K |
| 8 | EDIFECS INC EDIFECS 401(K) PLAN | BELLEVUE WA | 442 | $72.2M | $482K |
| 9 | PELOTON INTERACTIVE, INC. PELOTON INTERACTIVE, INC. RETIREMENT PLAN | NEW YORK NY | 1,796 | $231.0M | $433K |
| 10 | BTG PACTUAL ASSET MANAGEMENTUS BTG PACTUAL 401(K) PLAN | NEW YORK NY | 477 | $59.0M | $418K |
