Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding DFA Inflation-Protected Securities I - in their Schedule of Assets, totaling $21.2M 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 | GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC WETA 403(B) TAX DEFERRED SAVINGS PLAN | ARLINGTON VA | 411 | $109.3M | $5.4M |
| 2 | ARMSTRONG INTERNATIONAL, INC. ARMSTRONG INTERNATIONAL, INC. EMPLOYEES' 401K PLAN | THREE RIVERS MI | 459 | $69.0M | $1.6M |
| 3 | REA & ASSOCIATES, INC. |
NEW PHILADELPHIA OH |
| 418 |
| $95.8M |
| $1.1M |
| 4 | TOYOTETSU AMERICA, INC. TTAI 401(K) PLAN | SOMERSET KY | 3,074 | $89.9M | $982K |
| 5 | PIONEER BALLOON COMPANY PIONEER BALLOON COMPANY 401(K) PROFIT SHARING PLAN | WICHITA KS | 397 | $26.2M | $957K |
| 6 | GI ASSOCIATES, LLC GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS | MILWAUKEE WI | 300 | $63.2M | $953K |
| 7 | NNR GLOBAL LOGISTICS USA INC. NNR GLOBAL LOGISTICS USA INC. RETIREMENT PLAN | ITASCA IL | 298 | $28.8M | $863K |
| 8 | KAUFMAN ENGINEERED SYSTEMS, INC. KAUFMAN ENGINEERED SYSTEMS, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST | WATERVILLE OH | 132 | $20.7M | $780K |
| 9 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,417 | $78.9M | $725K |
| 10 | SYMPHONYAI, LLC SYMPHONYAI 401(K) PLAN | PALO ALTO CA | 518 | $72.5M | $524K |
