Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA Inflation-Protected Sec Port I in their Schedule of Assets, totaling $546K 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 | CONNECTIFY HR, LLC CONNECTIFY HR RETIREMENT SAVINGS PLAN | CLIVE IA | 2,187 | $84.4M | $293K |
| 2 | SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN | RICHARDSON TX | 121 | $29.5M | $179K |
| 3 | NEWPORT GROUP, INC. RETIREMENT GROUP POOLED EMPLOYER PLAN | FOLSOM CA | 739 | $13.6M | $41K |
| 4 | WELL DOT INC. WELL. 401(K) PLAN | CHAPEL HILL NC | 207 | $8.4M | $33K |
