Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Dimensional Fund Advisors DFA Inflation-Protected Securities in their Schedule of Assets, totaling $5.4M 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 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $2.7M |
| 2 | SHELTON HOLDINGS, LLC SHELTON HOLDINGS, LLC 401-K PLAN | HONOLULU HI | 168 | $23.7M | $1.1M |
| 3 | POSILLICO CIVIL, INC. POSILLICO 401(K) PROFIT SHARING PLAN |
FARMINGDALE NY |
| 685 |
| $66.0M |
| $434K |
| 4 | LEE FP, INC. DBA CYPRESS LIVING CYPRESS 401(K) PLAN | FORT MYERS FL | 547 | $13.7M | $330K |
| 5 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 14,142 | $182.4M | $182K |
| 6 | JAMES CRAFT & SON, INC. JAMES CRAFT & SON, INC. 401(K) RETIREMENT PLAN | YORK HAVEN PA | 131 | $18.4M | $152K |
| 7 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,337 | $149.7M | $116K |
| 8 | ATLAS OIL COMPANY ATLAS OIL COMPANY 401(K) PLAN | BIRMINGHAM MI | 311 | $15.4M | $97K |
| 9 | WEBSTERROGERS, LLP WEBSTERROGERS LLP 401(K) PLAN & TRUST | FLORENCE SC | 117 | $23.7M | $79K |
| 10 | MAHASKA BOTTLING COMPANY MAHASKA BOTTLING COMPANY 401(K) PLAN | OSKALOOSA IA | 219 | $14.5M | $59K |
