Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dfa Inflation-protected Securities I Mutual Funds in their Schedule of Assets, totaling $4.6M 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 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $1.7M |
| 2 | ANTICIMEX, INC. ANTICIMEX, INC. 401(K) PLAN | BASKING RIDGE NJ | 3,757 | $66.2M | $690K |
| 3 | FRM SOCKS LLC FOX RIVER MILLS 401(K) PLAN | OSAGE |
| 151 |
| $17.1M |
| $604K |
| 4 | ZEMBA BROS., INC. ZEMBA BROS., INC. 401(K) PROFIT SHARING PLAN | ZANESVILLE OH | 182 | $10.7M | $596K |
| 5 | SIMKINS-HALLIN, INC. SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST | BOZEMAN MT | 85 | $10.9M | $379K |
| 6 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $296K |
| 7 | AQUAPHOENIX SCIENTIFIC, LLC AQUAPHOENIX SCIENTIFIC 401(K) PLAN | HANOVER PA | 268 | $22.6M | $106K |
| 8 | CARSON GROUP HOLDINGS, LLC CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 416 | $40.2M | $60K |
| 9 | OAKLAND FINANCIAL SERVICES, INC. OAKLAND FINANCIAL SERVICES, INC. 401(K) PLAN | OAKLAND IA | 124 | $7.3M | $46K |
| 10 | COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE | MAYAGUEZ PR | 109 | $7.1M | $45K |
