Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding DFA Inflation-Protected Securities Fund Mutual fund in their Schedule of Assets, totaling $12.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAOS HEALTH SYSTEMS, INCORPORATED HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN | TAOS NM | 533 | $27.0M | $2.6M |
| 2 | ACADEMY OF MOTION PICTURE ARTS & SCIENCES RETIREMENT PLAN FOR EMPLOYEES OF THE ACADEMY OF MOTION PICTURE ARTS & SCIENCES | BEVERLY HILLS CA | 460 | $37.9M | $2.1M |
| 3 | FORTINET, INC. |
SUNNYVALE CA |
| 3,826 |
| $478.9M |
| $1.9M |
| 4 | MPT OPERATING PARTNERSHIP, L.P. MPT OPERATING PARTNERSHIP, L.P. 401(K) PLAN | BIRMINGHAM AL | 103 | $27.4M | $1.2M |
| 5 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $1.1M |
| 6 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $881K |
| 7 | KEYES MOTORS, INC. KEYES MOTORS, INC. PROFIT SHARING PLAN | WOODLAND HILLS CA | 441 | $84.0M | $743K |
| 8 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN | SANTA MONICA CA | 459 | $95.7M | $494K |
| 9 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST | EVERETT WA | 171 | $12.0M | $232K |
| 10 | GENERAL PLUMBING SUPPLY, INC. GENERAL PLUMBING SUPPLY, INC. RETIREMENT AND 401(K) PLAN | PISCATAWAY NJ | 444 | $37.5M | $203K |
