Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio - Inst Class " in their Schedule of Assets, totaling $2.0M 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 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $1.7M |
| 2 | LANIER & ASSOCIATES CONSULTING ENGINEERS, INC. LANIER & ASSOCIATES RETIREMENT PLAN | NEW ORLEANS LA | 124 | $47.4M | $266K |
| 3 | CHELOS MANAGEMENT COMPANY, INC. |
CUMBERLAND RI |
| 238 |
| $10.2M |
| $18K |
| 4 | ROOT 2 LLC ROOT 2 LLC 401(K) PLAN | NEW YORK NY | 526 | $1.5M | $9K |
