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 " in their Schedule of Assets, totaling $13.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $7.8M |
| 2 | HEARTLAND DENTAL, LLC HEARTLAND DENTAL 401K AND STOCK PARTICIPATION PLAN | EFFINGHAM IL | 20,969 | $1.1B | $3.7M |
| 3 | JOHNSON HEALTH TECH NORTH AMERICA, INC. |
COTTAGE GROVE WI |
| 1,376 |
| $86.6M |
| $615K |
| 4 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $550K |
| 5 | TOPSAIL PROFESSIONAL SERVICES CAMRIS-TOPSAIL 401(K) PLAN | BETHESDA MD | 95 | $8.4M | $460K |
| 6 | KAHN, LITWIN, RENZA & CO., LTD. KAHN, LITWIN, RENZA & CO., LTD. 401(K) RETIREMENT PLAN | PROVIDENCE RI | 275 | $50.6M | $299K |
| 7 | SIGNANT HEALTH GLOBAL LLC SIGNANT HEALTH 401(K) PLAN | BLUE BELL PA | 585 | $107.8M | $209K |
| 8 | LION NATHAN USA, INC. LION NATHAN USA, INC. 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 170 | $15.1M | $94K |
| 9 | BOSTON SYMPHONY ORCHESTRA, INC. TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. | BOSTON MA | 202 | $36.9M | $31K |
| 10 | CORE SECURITY SDI CORPORATION SECUREAUTH 401(K) PLAN | IRVINE CA | 45 | $12.9M | $7K |
