Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding DFA Inflation-protected Securities Portfolio in their Schedule of Assets, totaling $14.2M 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 | RIVIERA FINANCE, LLC RIVIERA FINANCE, LLC 401(K) PLAN | REDONDO BEACH CA | 122 | $30.1M | $2.0M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $1.5M |
| 3 | STANDARD PROCESS INC. STANDARD PROCESS INC. 401K AND PROFIT SHARING PLAN |
PALMYRA WI |
| 653 |
| $131.0M |
| $1.2M |
| 4 | CHILDREN'S UNIVERSITY MEDICAL GROUP CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN | SEATTLE WA | 898 | $255.7M | $1.1M |
| 5 | OLMSTED MEDICAL CENTER OLMSTED MEDICAL CENTER RETIREMENT SAVINGS PLAN | ROCHESTER MN | 1,429 | $303.4M | $1.0M |
| 6 | PARAGON METALS LLC. PARAGON METALS LLC 401(K) PLAN | HILLSDALE MI | 178 | $6.5M | $656K |
| 7 | TACO, INC. TACO, INC. PROFIT SHARING & 401(K) PLAN | CRANSTON RI | 666 | $107.6M | $514K |
| 8 | RADIOLOGY SERVICES, LLC RADIOLOGY SERVICES, LLC EMPLOYEE SAVINGS PLAN | WALLINGFORD CT | 492 | $59.9M | $470K |
| 9 | MANDELBAUM BARRETT, PC MANDELBAUM BARRETT, PC EMPLOYEE SAVINGS PLAN | ROSELAND NJ | 159 | $34.7M | $450K |
| 10 | DIGI INTERNATIONAL, INC. DIGI INTERNATIONAL INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOPKINS MN | 644 | $143.1M | $438K |
