Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dfa Inflation Protected Securities Port Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | BANKER'S TOOLBOX, INC. ABRIGO EMPLOYEE SAVINGS PLAN | AUSTIN TX | 617 | $76.5M | $567K |
| 2 | SOUTHERN NEW ENGLAND HEALTH CARE FOR WOMEN, LLC SOUTHERN NEW ENGLAND HEALTH CARE FOR WOMEN, LLC 401(K) PROFIT SHARING PLAN | PAWTUCKET RI | 103 | $20.7M | $316K |
| 3 | USERZOOM TECHNOLOGIES, INC. |
LOS GATOS CA |
| 385 |
| $71.5M |
| $108K |
| 4 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $105K |
| 5 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $105K |
| 6 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FEDERALSBURG MD | 266 | $10.8M | $103K |
| 7 | BLACK DIAMOND NETWORKS, INC. BLACK DIAMOND NETWORKS 401(K) SAVINGS PLAN | ANDOVER MA | 513 | $19.1M | $85K |
| 8 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $65K |
| 9 | LEAFLY HOLDINGS, INC. LEAFLY HOLDINGS RETIREMENT PLAN | SEATTLE WA | 194 | $8.9M | $28K |
| 10 | POSITIVE BEGINNINGS, INC. POSITIVE BEGINNINGS, INC. PROFIT SHARING PLAN | FLUSHING NY | 154 | $17.4M | $25K |
