Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio Mutual funds in their Schedule of Assets, totaling $267K 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 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 323 | $50.4M | $164K |
| 2 | SOUTHLAND INSULATORS OF MARYLAND SOUTHLAND INSULATORS-GROUP 2 401(K) PLAN | BALTIMORE MD | 377 | $12.2M | $62K |
| 3 | AMERICAN HEALTHCARE OPPS HOLDINGS, LLC |
IRVINE CA |
| 115 |
| $20.1M |
| $38K |
| 4 | LOWERS RISK GROUP, LLC LOWERS RISK GROUP, LLC 401(K) PLAN | PURCELLVILLE VA | 78 | $6.8M | $3K |