Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Inflation-Protected Sec Mutual Fund in their Schedule of Assets, totaling $810K 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 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $394K |
| 2 | HARBOR BEACH COMMUNITY HOSPITAL HARBOR BEACH COMMUNITY HOSPITAL PENSION & TAX DEF SAVINGS PLAN | HARBOR BEACH MI | 196 | $7.9M | $210K |
| 3 | ONESOURCE BUSINESS SOLUTIONS, LLC |
CUMMING GA |
| 812 |
| $48.1M |
| $134K |
| 4 | DAREX, LLC WORK SHARP 401(K) PLAN | ASHLAND OR | 99 | $8.0M | $61K |
| 5 | FOOD MANAGEMENT INVESTORS, INC. DBA CULTIVATE SOLUTIONS CULTIVATE SOLUTIONS 401(K) PLAN AND TRUST | MINOT ND | 644 | $13.3M | $8K |
| 6 | MOUNTAIN RIVER TRUCKING COMPANY, INC. MOUNTAIN RIVER 401(K) PLAN | MOUNT AIRY NC | 149 | $953K | $2K |