Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Inflation-protected Securities I Registered Investment Company (RIC) in their Schedule of Assets, totaling $703K 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 | PINNACLE PHYSICIANS, P.C. PINNACLE PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | TREVOSE PA | 181 | $17.0M | $479K |
| 2 | NATIONAL EMPLOYEE MANAGEMENT RESOURCES, LLC NATIONAL EMPLOYEE MANAGEMENT RESOURCES RETIREMENT SAVINGS PLAN | MARLTON NJ | 537 | $19.7M | $224K |
