Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Inflation‐Protected Securities Portfolio Pooled separate account in their Schedule of Assets, totaling $486K 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 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $169K |
| 2 | RMX BSL LLC RMX BSL LLC 401K PLAN | PINE BROOK NJ | 74 | $15.4M | $144K |
| 3 | MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN TX |
| 208 |
| $24.8M |
| $91K |
| 4 | CONEXON, LLC CONEXON 401(K) PLAN | KANSAS CITY MO | 828 | $27.2M | $32K |
| 5 | RPS HOLDINGS, INC. RPS COMPOSITES RETIREMENT SAVINGS PLAN | MOBILE AL | 151 | $5.3M | $20K |
| 6 | THOMAS FOODS INTERNATIONAL, USA THOMAS FOODS INTERNATIONAL, USA 401(K) PLAN | CHERRY HILL NJ | 213 | $12.8M | $15K |
| 7 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN | CLEVELAND OH | 172 | $4.2M | $7K |
| 8 | KEAR CIVIL CORPORATION KEAR CIVIL CORPORATION & SPECTRA 401(K) PLAN | PHOENIX AZ | 129 | $3.4M | $5K |
| 9 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $3K |
