Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors DFA inflation-Protected Securities Fund in their Schedule of Assets, totaling $1.8M 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 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN | HOUSTON TX | 339 | $93.4M | $732K |
| 2 | ROCKLINE INDUSTRIES, INC. ROCKLINE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | SHEBOYGAN WI | 2,394 | $159.3M | $321K |
| 3 | CLEVERBRIDGE, INC. CLEVERBRIDGE, INC. 401(K) PLAN |
CHICAGO IL |
| 58 |
| $7.7M |
| $246K |
| 4 | GENEDX HOLDINGS CORP. SEMA4 401(K) PLAN | STAMFORD CT | 1,513 | $118.5M | $160K |
| 5 | DISPLAY PACK, INC. DISPLAY PACK, INC. 401(K) RETIREMENT PLAN | CEDAR SPRINGS MI | 237 | $12.3M | $153K |
| 6 | INSIDE EDGE COMMERCIAL INTERIOR SERVICES, LLC INSIDE EDGE COMMERCIAL INTERIOR SERVICES 401(K) PROFIT SHARING PLAN | EAGAN MN | 173 | $13.3M | $75K |
| 7 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN | HOUSTON TX | 122 | $15.7M | $39K |
| 8 | COMPASS YOUTH SERVICES, LLC COMPASS YOUTH SERVICES, LLC 401(K) PLAN | NORFOLK VA | 268 | $8.1M | $18K |
| 9 | ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE AMPP 401(K) THRIFT TRUST | HOUSTON TX | 159 | $30.9M | $17K |
| 10 | ST ACQUISITION LLC ST EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 99 | $11.3M | $1K |
