Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Inflation-Protected Securities I Fund Mutual fund in their Schedule of Assets, totaling $4.7M 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 | PENN ENTERTAINMENT, INC. PENN ENTERTAINMENT, INC. 401(K) PLAN | WYOMISSING PA | 19,862 | $694.0M | $3.8M |
| 2 | VILLA ACADEMY VILLA ACADEMY RETIREMENT PLAN | SEATTLE WA | 112 | $6.9M | $339K |
| 3 | WESTERN MANAGEMENT, INC. WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN |
BROOK PARK OH |
| 315 |
| $18.4M |
| $196K |
| 4 | DRIVEN BRANDS INC. DRIVEN BRANDS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 6,716 | $79.9M | $188K |
| 5 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN | NEW YORK NY | 10 | $39.6M | $168K |
| 6 | CHAPMAN HEALTH CARE CENTER, INC CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN | ALEXANDER CITY AL | 743 | $4.9M | $15K |
| 7 | CHAPMAN HEALTHCARE CENTER, INC CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN | ALEXANDER CITY AL | 690 | $3.5M | $10K |
| 8 | USC, LLC USC, LLC 401(K) PLAN | SABETHA KS | 113 | $9.1M | $4K |
