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 Pooled separate account in their Schedule of Assets, totaling $655K 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 | ARENA EVENT SERVICES ARENA EVENT SERVICES SAVINGS PLAN | OAK CREEK WI | 370 | $8.2M | $264K |
| 2 | US HEALTHCONNECT, INC. US HEALTHCONNECT, INC. 401(K) PLAN | FT WASHINGTON PA | 305 | $26.2M | $118K |
| 3 | TROUT-BLUE CHELAN-MAGI, LLC TROUT-BLUE CHELAN MAGI LLC 401(K) PLAN |
CHELAN WA |
| 304 |
| $8.4M |
| $116K |
| 4 | J C FORD COMPANY J C FORD COMPANY 401(K) PROFIT SHARING PLAN & TRUST | COLUMBIA TN | 197 | $2.2M | $47K |
| 5 | M MOSER ASSOCIATES, LLC M MOSER ASSOCIATES, LLC 401(K) PLAN AMP | NEW YORK NY | 117 | $10.2M | $32K |
| 6 | LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. NYBG RETIREMENT PLAN | ROSLYN HEIGHTS NY | 430 | $16.0M | $29K |
| 7 | DIGISTREAM INVESTIGATIONS, INC. DIGISTREAM INVESTIGATIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 370 | $10.5M | $26K |
| 8 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN | HUMBOLDT IA | 224 | $34.0M | $19K |
| 9 | G & G ORGANIZATION LTD. PFS GROUP 401K PLAN | HOUSTON TX | 352 | $7.2M | $4K |
