Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $10.0M 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 | SS&C TECHNOLOGIES, INC SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | WINDSOR CT | 11,166 | $1.8B | $4.4M |
| 2 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $2.7M |
| 3 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN |
EVANSTON IL |
| 202 |
| $85.4M |
| $1.1M |
| 4 | ALM GLOBAL, LLC ALM GLOBAL, LLC 401(K) PLAN | NEW YORK CITY NY | 376 | $90.9M | $361K |
| 5 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $348K |
| 6 | HISENSE USA CORPORATION HISENSE USA CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | SUWANEE GA | 236 | $19.6M | $260K |
| 7 | GASTROINTESTINAL ASSOCIATES, S.C. GASTROINTESTINAL ASSOCIATES, S.C. CASH BALANCE PLAN | WAUSAU WI | 121 | $3.6M | $250K |
| 8 | RAPID7 LLC RAPID7 LLC 401(K) PLAN | BOSTON MA | 1,250 | $158.5M | $176K |
| 9 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $155K |
| 10 | MOTHER LLC MOTHER LLC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 157 | $6.6M | $67K |
