Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Inflation-Protected Securities Fund Pooled separate account in their Schedule of Assets, totaling $448K 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 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $174K |
| 2 | JENTZSCH KEARL FARMS JK FARMS 401(K) PLAN | RUPERT ID | 242 | $6.3M | $167K |
| 3 | CHARTER ONE, LLC CHARTER ONE 401(K) PLAN | MESA AZ |
| 3,141 |
| $23.2M |
| $51K |
| 4 | CONCERTO RENAL SERVICES, LLC CONCERTO 401(K) PLAN | LINCOLNWOOD IL | 646 | $11.5M | $25K |
| 5 | MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 951 | $14.6M | $21K |
| 6 | PENNY PLATE, LLC PACKAGING MATTERS, LLC 401(K) PLAN | MOUNT LAUREL NJ | 339 | $6.7M | $9K |
