Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Inflation-Protected in their Schedule of Assets, totaling $2.9M 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 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $2.3M |
| 2 | ATLANTA CHAPTER, INDEPENDENT ELECTRICAL CONTRACTORS, INC. IEC MEMBERS SAVINGS PLAN | ATLANTA GA | 1,234 | $37.7M | $479K |
| 3 | IDEAGEN, INCORPORATED |
RESTON VA |
| 292 |
| $25.0M |
| $53K |
| 4 | AMERICAN HERITAGE FEDERAL CREDIT UNION AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PHILADELPHIA PA | 625 | $49.5M | $50K |
| 5 | RADIX TRADING LLC RADIX TRADING 401(K) PLAN | CHICAGO IL | 138 | $16.8M | $44K |
| 6 | PEOPLE'S COMMUNITY CLINIC PEOPLE'S COMMUNITY CLINIC 403(B) PLAN | AUSTIN TX | 343 | $18.1M | $19K |
| 7 | COMMUNITIES IN SCHOOLS OF NEVADA, INC. COMMUNITIES IN SCHOOLS OF NEVADA, INC. 403B PLAN | LAS VEGAS NV | 249 | $4.0M | $445 |
