Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Inflation-Protected Sec (i) in their Schedule of Assets, totaling $695K 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 | BETHESDA HEALTH GROUP, INC. BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN | ST. LOUIS MO | 1,064 | $25.8M | $342K |
| 2 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $271K |
| 3 | HOLY TRINITY EPISCOPAL ACADEMY HTEA EMPLOYEE RETIREMENT PLAN |
MELBOURNE FL |
| 171 |
| $14.1M |
| $76K |
| 4 | AUTO PARK MOTORS, INC. AUTO PARK AUTOMOTIVE GROUP 401(K) PLAN | PLYMOUTH IN | 106 | $2.8M | $6K |
