Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Inflation-Protected Securities I in their Schedule of Assets, totaling $5.7M 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 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN | SCHILLER PARK IL | 10,531 | $453.2M | $1.8M |
| 2 | DAWSON GEOPHYSICAL COMPANY DAWSON GEOPHYSICAL COMPANY 401K PLAN | MIDLAND TX | 223 | $22.0M | $722K |
| 3 | ARTIS NAPLES, INC. ARTIS NAPLES, INC. RETIREMENT PLAN |
NAPLES FL |
| 375 |
| $37.8M |
| $551K |
| 4 | ASCEND PARTNER SERVICES, LLC ASCEND PARTNER SERVICES, LLC 401(K) PLAN | ARLINGTON VA | 956 | $53.2M | $494K |
| 5 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $350K |
| 6 | INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH 401(K) PROFIT SHARING PLAN | PRICE UT | 587 | $36.8M | $214K |
| 7 | SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX AZ | 1,334 | $34.0M | $208K |
| 8 | TLG OPERATIONS, LLC THE LARSON GROUP 401(K) PLAN | SPRINGFIELD MO | 1,314 | $59.8M | $162K |
| 9 | RAMACO RESOURCES, INC. RAMACO RESOURCES, INC. 401(K) PLAN | LEXINGTON KY | 958 | $28.5M | $159K |
| 10 | PRIMEX INC. PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | LAKE GENEVA WI | 108 | $25.7M | $124K |
