Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors DFA Inflation-Protected Securities Class I in their Schedule of Assets, totaling $344K 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 | CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES CA | 142 | $29.5M | $289K |
| 2 | WILLOWWOOD GLOBAL, LLC WILLOWWOOD GLOBAL, LLC PROFIT SHARING PLAN | MT. STERLING OH | 174 | $23.2M | $55K |
