Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Inflation Protected Sec. Portfolio in their Schedule of Assets, totaling $796K 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 | WESTERN MONTANA CLINIC, P.C. TAMARACK MANAGEMENT INC. 401K PROFIT SHARING PLAN | MISSOULA MT | 200 | $46.8M | $671K |
| 2 | CSG CONSULTANTS, INC. CSG CONSULTANTS, INC. 401(K) SAVINGS PLAN | FOSTER CITY CA | 324 | $45.4M | $125K |