Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Inflation-Protected Sec Port I Mutual fund in their Schedule of Assets, totaling $3.6M 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 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $2.4M |
| 2 | COMMUNITY ACTION ORGANIZATION OF SCIOTO COUNTY, INC. C.A.O. OF SCIOTO COUNTY 403(B) PLAN | PORTSMOUTH OH | 358 | $8.8M | $965K |
| 3 | CROSS MANUFACTURING, INC. |
OVERLAND PARK KS |
| 100 |
| $11.2M |
| $176K |
| 4 | OUTREACH CORPORATION OUTREACH 401(K) PLAN | SEATTLE WA | 489 | $46.6M | $22K |
| 5 | K1 INVESTMENT MANAGEMENT, LLC K1 401(K) PLAN | MANHATTAN BEACH CA | 97 | $12.7M | $20K |
| 6 | SNOW PARTNERS LLC SNOW PARTNERS LLC 401(K) PLAN | VERNON NJ | 309 | $3.6M | $11K |
| 7 | VIVEX BIOLOGICS, INC. VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 396 | $14.0M | $6K |
| 8 | RUHNAU CLARKE ARCHITECTS RUHNAU CLARKE ARCHITECTS 401(K) PS PLAN | RIVERSIDE CA | 94 | $11.6M | $3K |
