Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Dimensional DFA Infl-Prtctd Sec I in their Schedule of Assets, totaling $7.1M 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 | RED WING SHOE COMPANY, INC. RED WING SHOE COMPANY, INC. 401(K) PROFIT SHARING PLAN | RED WING MN | 1,910 | $190.8M | $2.5M |
| 2 | LEONARD'S EXPRESS, INC. LEONARD'S EXPRESS, INC. 401(K) SAVINGS PLAN | FARMINGTON NY | 585 | $29.9M | $1.5M |
| 3 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. |
ATLANTA GA |
| 9,962 |
| $157.2M |
| $901K |
| 4 | OCEANFIRST BANK RETIREMENT PLAN FOR OCEANFIRST BANK | TOMS RIVER NJ | 880 | $109.6M | $765K |
| 5 | JACKSONVILLE JAGUARS, LLC JACKSONVILLE JAGUARS 401(K) PLAN | JACKSONVILLE FL | 404 | $46.8M | $501K |
| 6 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $296K |
| 7 | STERLING MEDICAL CORPORATION STERLING MEDICAL 401(K) PLAN | CINCINNATI OH | 648 | $15.3M | $279K |
| 8 | FERGUSON CONSTRUCTION COMPANY FERGUSON CONSTRUCTION COMPANY 401(K) PLAN FOR OPERATIONS | SIDNEY OH | 228 | $13.5M | $179K |
| 9 | UNIVERSITY DEVELOPMENT CORP UDC 401K PLAN | SHREVEPORT LA | 600 | $3.1M | $68K |
| 10 | APRIMO US LLC APRIMO US LLC 401(K) PLAN | CHICAGO IL | 169 | $27.5M | $49K |
