Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional DFA Inflation-Protected Securities Portfolio Institutional Class # in their Schedule of Assets, totaling $134K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD VA | 191 | $22.7M | $71K |
| 2 | MAZUMA CREDIT UNION MAZUMA CREDIT UNION 401(K) SUCCESS SHARING PLAN | OVERLAND PARK KS | 272 | $22.5M | $49K |
| 3 | SIKORSKY FINANCIAL CREDIT UNION |
STRATFORD CT |
| 138 |
| $24.6M |
| $14K |
