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. Mutual Fund in their Schedule of Assets, totaling $200K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONTINUUMCLOUD, LLC CONTINUUMCLOUD RETIREMENT PLAN | TAMPA FL | 108 | $9.3M | $82K |
| 2 | NORTHERN COUNTIES HEALTH CARE, INC. NORTHERN COUNTIES HEALTH CARE RETIREMENT PLAN | ST JOHNSBURY VT | 325 | $23.5M | $62K |
| 3 | GREAT ELM HEALTHCARE, LLC STRUNK HR, LLC 401(K) PLAN |
MESA AZ |
| 332 |
| $5.8M |
| $48K |
| 4 | CHANCELLOR HEALTH PARTNERS, LLC CHANCELLOR HEALTH PARTNERS, LLC 401(K) PLAN | COLUMBUS OH | 292 | $7.5M | $7K |
