Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Dfa Inflation Protected Securities Portfolio Institutional Class in their Schedule of Assets, totaling $176.1M 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 | SALESFORCE, INC. SALESFORCE 401(K) PLAN | SAN FRANCISCO CA | 36,537 | $9.1B | $164.7M |
| 2 | COMPUTERSHARE US SERVICES INC. COMPUTERSHARE 401(K) RETIREMENT PLAN | CANTON MA | 4,479 | $634.8M | $2.6M |
| 3 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM 403(B) RETIREMENT SAVINGS PLAN |
FREEHOLD NJ |
| 2,318 |
| $200.4M |
| $2.0M |
| 4 | CLARIOS, LLC CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN | GLENDALE WI | 5,200 | $333.6M | $1.4M |
| 5 | WACKER NEUSON AMERICA CORPORATION WACKER NEUSON AMERICA CORPORATION 401K RETIREMENT PLAN | MENOMONEE FALLS WI | 277 | $85.2M | $1.3M |
| 6 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $550K |
| 7 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $459K |
| 8 | GENISYS CREDIT UNION GENISYS CREDIT UNION 401(K) PLAN | AUBURN HILLS MI | 559 | $71.6M | $401K |
| 9 | HANWHA AZDEL, INC. HANWHA AZDEL, INC. EMPLOYEE SAVINGS PLAN | FOREST VA | 225 | $17.9M | $371K |
| 10 | OLEAN GENERAL HOSPITAL OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLAN | OLEAN NY | 1,383 | $81.5M | $368K |
