Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio Institutional Class Registered Investment Company in their Schedule of Assets, totaling $8.6M 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 | UNIVERSITY OF NOTRE DAME DU LAC UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN | NOTRE DAME IN | 10,081 | $2.6B | $8.1M |
| 2 | NEW ORLEANS LOUISIANA SAINTS. LLC NEW ORLEANS SAINTS 401(K) PLAN | METAIRIE LA | 178 | $55.5M | $198K |
| 3 | TZ MEDICAL INC TZ MEDICAL INC 401(K) PROFIT SHARING PLAN & TRUST |
TUALATIN OR |
| 97 |
| $5.4M |
| $173K |
| 4 | SONIC.NET, LLC SONIC.NET, LLC 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 868 | $40.7M | $110K |
| 5 | CASCADE COMMUNITY HEALTHCARE CASCADE COMMUNITY HEALTHCARE 401(K) PLAN | CENTRALIA WA | 163 | $7.2M | $22K |
| 6 | TC CONSTRUCTION COMPANY, INC. TC CONSTRUCTION COMPANY, INC. RETIREMENT SAVINGS PLAN | SANTEE CA | 249 | $61.9M | $18K |
| 7 | FLRISH, INC. FLRISH, INC. 401(K) PLAN | SAN DIEGO CA | 220 | $2.9M | $2K |
