Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Inflation Protect Sec Port Instl Mutual fund in their Schedule of Assets, totaling $590K 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 | UNIVERSITY CHILD DEVELOPMENT SCHOOL UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN | SEATTLE WA | 108 | $20.9M | $360K |
| 2 | PETOSKEY PLASTICS, INC. PETOSKEY PLASTICS, INC. GOLD MINE 401(K) RETIREMENT SAVINGS PLAN | PETOSKEY MI | 529 | $23.9M | $108K |
| 3 | GOLDEN VALLEY HEALTH CENTERS |
ATWATER CA |
| 1,125 |
| $50.8M |
| $69K |
| 4 | GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL CA | 519 | $16.8M | $39K |
| 5 | ALAMO TRUST, INC. ALAMO 401(K) PLAN | SAN ANTONIO TX | 0 | $1.6M | $8K |
| 6 | INTERDEV, LLC INTERDEV, LLC 401(K) PLAN | ALPHARETTA GA | 85 | $5.0M | $5K |
| 7 | RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 136 | $6.9M | $1K |
