Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio Fund Mutual fund in their Schedule of Assets, totaling $5.9M 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 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $920K |
| 2 | TOPCON AMERICA CORPORATION TOPCON AMERICA CORPORATION 401(K) PLAN | OAKLAND NJ | 1,186 | $206.3M | $741K |
| 3 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN |
ARCADIA CA |
| 182 |
| $202.4M |
| $704K |
| 4 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $624K |
| 5 | BRADY CORPORATION BRADY MATCHED 401(K) PLAN | MILWAUKEE WI | 1,688 | $342.4M | $615K |
| 6 | THE MILLER HULL PARTNERSHIP, LLP THE MILLER HULL PARTNERSHIP LLP 401(K) RETIREMENT PLAN | SEATTLE WA | 92 | $39.5M | $553K |
| 7 | NIKOLA CORPORATION NIKOLA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 946 | $58.1M | $518K |
| 8 | BRADY CORPORATION BRADY FUNDED RETIREMENT PLAN | MILWAUKEE WI | 1,213 | $85.1M | $308K |
| 9 | 401(K) ADMINISTRATION MANAGEMENT PROGRAM, INC VOYAGER PEP | HOUSTON TX | 4,295 | $52.7M | $301K |
| 10 | FOREFLIGHT LLC FOREFLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 434 | $41.9M | $301K |
