Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding DFA Inflation-Protected Securities Portfolio in their Schedule of Assets, totaling $5.1M 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 | RADIOLOGY SERVICES, LLC RADIOLOGY SERVICES, LLC EMPLOYEE SAVINGS PLAN | WALLINGFORD CT | 492 | $59.9M | $470K |
| 3 | MANDELBAUM BARRETT, PC MANDELBAUM BARRETT, PC EMPLOYEE SAVINGS PLAN |
ROSELAND NJ |
| 159 |
| $34.7M |
| $450K |
| 4 | DIGI INTERNATIONAL, INC. DIGI INTERNATIONAL INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOPKINS MN | 644 | $143.1M | $438K |
| 5 | FLANIGANS ENTERPRISES, INC. FLANIGAN'S 401(K) PLAN | FORT LAUDERDALE FL | 7,423 | $14.5M | $322K |
| 6 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $287K |
| 7 | HAZMAT ENVIRONMENTAL GROUP, INC. HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN | BUFFALO NY | 489 | $33.1M | $269K |
| 8 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $268K |
| 9 | HANSEN PLASTICS CORPORATION HANSEN PLASTICS CORPORATION 401(K) PLAN | ELGIN IL | 92 | $2.5M | $253K |
| 10 | ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 130 | $16.4M | $121K |
