Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Inflation-Protect Secs I in their Schedule of Assets, totaling $680K 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 | COMMUNITY HEALTH ASSOCIATION OF SPOKANE COMMUNITY HEALTH ASSOCIATION OF SPOKANE 401(K) PLAN | SPOKANE WA | 1,777 | $103.0M | $515K |
| 2 | SCOTT-MACON, LLC SCOTT-MACON, LLC 401(K) PLAN | HOUSTON TX | 139 | $18.0M | $51K |
| 3 | CARESPRING HEALTH CARE MANAGEMENT, LLC CARESPRING HEALTH CARE MANAGEMENT SAVINGS & RETIREMENT PLAN |
LOVELAND OH |
| 2,116 |
| $30.4M |
| $38K |
| 4 | PLANET NINE PRIVATE AIR, LLC PLANET NINE PRIVATE AIR, LLC 401(K) PLAN | VAN NUYS CA | 100 | $7.0M | $33K |
| 5 | WHIRLWIND STEEL BUILDINGS, INC. WHIRLWIND STEEL BUILDINGS, INC. 401(K) PLAN | HOUSTON TX | 680 | $21.4M | $25K |
| 6 | A-LIGN COMPLIANCE AND SECURITY, INC. A-LIGN COMPLIANCE AND SECURITY, INC. 401(K) P/S PLAN | TAMPA FL | 402 | $24.8M | $15K |
| 7 | VELOCITY CLINICAL RESEARCH, INC VELOCITY CLINICAL RESEARCH 401(K) PLAN | DURHAM NC | 1,016 | $35.6M | $3K |
