Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio Institutional Class Mutual Fund N/A in their Schedule of Assets, totaling $1.7M 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 | VALLEY CABINET, INC. VALLEY CABINET, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT SAVINGS PLAN | DE PERE WI | 178 | $40.8M | $743K |
| 2 | GASTROINTESTINAL ASSOCIATES, S.C. GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 120 | $28.2M | $374K |
| 3 | CHERRY OPTICAL, INC. |
GREEN BAY WI |
| 253 |
| $15.8M |
| $218K |
| 4 | DELTA DEFENSE, LLC DELTA DEFENSE, LLC 401(K) PLAN | WEST BEND WI | 626 | $28.6M | $182K |
| 5 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN | GREEN BAY WI | 185 | $12.5M | $152K |
