Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 74 U.S. retirement plans report holding Dfa Inflation-Protected Securities I Mutual Fund in their Schedule of Assets, totaling $18.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 657 | $46.8M | $2.6M |
| 2 | ARTHREX, INC. ARTHREX 401(K) RETIREMENT SAVINGS PLAN | NAPLES FL | 6,028 | $540.1M | $2.3M |
| 3 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN |
BOSTON MA |
| 154 |
| $97.0M |
| $1.8M |
| 4 | THE CARDIOVASCULAR GROUP, P.C. D/B/A VIRGINIA HEART THE CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | FALLS CHURCH VA | 405 | $82.6M | $1.1M |
| 5 | E-TECHNOLOGIES GROUP, INC. E-TECH 401(K) PLAN | WEST CHESTER OH | 574 | $79.3M | $807K |
| 6 | THE BOSWORTH COMPANY THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN | MIDLAND TX | 256 | $21.3M | $663K |
| 7 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES | BOSTON MA | 64 | $23.8M | $575K |
| 8 | DURAVANT LLC DURAVANT 401(K) PLAN | DOWNERS GROVE IL | 1,790 | $162.9M | $483K |
| 9 | REGAL WARE, INC. REGAL CONSOLIDATED PROFIT SHARING TRUST | MILWAUKEE WI | — | $40.2M | $477K |
| 10 | JAC PRODUCTS, INC. JAC PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN | SALINE MI | 1,048 | $53.5M | $436K |
