Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio Institutional -- in their Schedule of Assets, totaling $5.5M 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 | PDF SOLUTIONS, INC. PDF SOLUTIONS, INC. 401(K) PLAN | SANTA CLARA CA | 260 | $95.6M | $3.3M |
| 2 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM RETIREMENT PLAN | FREEHOLD NJ | 2,612 | $111.7M | $979K |
| 3 | FRONTAGE LABORATORIES INC. FRONTAGE LABORATORIES INC. 401(K) PLAN |
EXTON PA |
| 672 |
| $62.9M |
| $818K |
| 4 | 21ST CENTURY SOFTWARE TECHNOLOGIES, INC. THE 21ST CENTURY 401(K) PLAN | BOSTON MA | 108 | $13.7M | $337K |
| 5 | FIDDLERS ELBOW GOLF & COUNTRY CLUB, INC. FIDDLERS ELBOW COUNTRY CLUB 401K PLAN | BEDMINSTER NJ | 241 | $6.6M | $41K |
| 6 | ELEVATE HOLDINGS INC ELEVATE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SEABROOK NH | 186 | $4.7M | $10K |
| 7 | COMMUNITY HOME HEALTH & HOSPICE COMMUNITY HOME HEALTH & HOSPICE TAX SHELTERED ANNUITY PLAN | LONGVIEW WA | 2 | $7.9M | $8K |
| 8 | FOGHORN THERAPEUTICS INC FOGHORN THERAPEUTICS 401(K) PLAN | CAMBRIDGE MA | 113 | $12.6M | $7K |
