Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Inflation-Protected Securities Mutual funds in their Schedule of Assets, totaling $1.1M 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 | LTIMINDTREE LTD LTIMINDTREE LTD 401(K) PLAN | EDISON NJ | 6,335 | $207.1M | $634K |
| 2 | PROCTOR ACADEMY PROCTOR ACADEMY 401(K) SAVINGS PLAN | ANDOVER NH | 266 | $22.3M | $268K |
| 3 | THOMPSON CONCRETE MANAGEMENT, LTD THOMPSON CONCRETE, LTD RETIREMENT SAVINGS PLAN |
CARROLL OH |
| 417 |
| $11.4M |
| $95K |
| 4 | VETERANS OF FOREIGN WARS OF THE UNITED STATES VFW TAX DEFERRED SAVINGS PLAN AND TRUST | KANSAS CITY MO | 186 | $28.9M | $51K |
| 5 | GREENWASTE RECOVERY, LLC GREENWASTE RECOVERY, LLC RETIREMENT PLAN | SAN JOSE CA | 882 | $61.8M | $8K |