Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA Infl-Prot Sec Port Ins in their Schedule of Assets, totaling $1.7M 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 | CERTILMAN BALIN ADLER & HYMAN, LLP CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN | EAST MEADOW NY | 141 | $69.4M | $1.0M |
| 2 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO TX | 337 | $18.9M | $353K |
| 3 | VARIANTYX, INC. |
FRAMINGHAM MA |
| 159 |
| $4.2M |
| $235K |
| 4 | STRATEGIC MANAGEMENT SOLUTIONS, LLC STRATEGIC MANAGEMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 296 | $25.5M | $39K |
| 5 | WAHOO FITNESS WAHOO FITNESS RETIREMENT TRUST | ATLANTA GA | 146 | $10.1M | $32K |
| 6 | ROSENBERGER USA CORP ROSENBERGER USA CORP 401(K) PLAN | AKRON PA | 201 | $13.7M | $13K |
| 7 | THE VISTA SCHOOL VISTA SCHOOL 401(K) P/S PLAN | HERSHEY PA | 325 | $8.0M | $1K |
