Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Inflation-Protected Securities I Fund " in their Schedule of Assets, totaling $2.3M 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 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $573K |
| 2 | AMERICAN DENTAL PARTNERS, INC. AMERICAN DENTAL PARTNERS, INC. SAVINGS AND RETIREMENT PLAN | EFFINGHAM IL | 565 | $59.5M | $339K |
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
IRVING TX |
| 270 |
| $29.2M |
| $335K |
| 4 | STACY AND WITBECK, INC. STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN | ALAMEDA CA | 430 | $106.7M | $308K |
| 5 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $290K |
| 6 | THE GUND COMPANY, INC. THE GUND COMPANY RETIREMENT SAVINGS PLAN | ST LOUIS MO | 457 | $38.6M | $145K |
| 7 | TITAN AMERICA LLC TITAN AMERICA LLC 401(K) RETIREMENT SAVINGS PLAN | NORFOLK VA | 2,741 | $236.3M | $121K |
| 8 | PERFECT HEALTH, INC. PERFECT HEALTH 401(K) PLAN | KANSAS CITY MO | 409 | $12.1M | $84K |
| 9 | ADDGENE, INC ADDGENE 403(B) SAVINGS AND RETIREMENT PLAN | WATERTOWN MA | 112 | $8.8M | $64K |
