Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Inflation-Protected Securities Port Ret Opt in their Schedule of Assets, totaling $331K 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 | RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES BRANDPOINT SERVICES 401(K) PROFIT SHARING PLAN | TROOPER PA | 115 | $6.0M | $273K |
| 2 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN | SLIDELL LA | 394 | $10.4M | $48K |
| 3 | KENOSHA ACHIEVEMENT CENTER, INC. KENOSHA ACHIEVEMENT CENTER, INC. EMPLOYEES' PROFIT SHARING TRUST |
KENOSHA WI |
| 92 |
| $4.2M |
| $10K |
