Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA Inflation-Protected Securities I Fund in their Schedule of Assets, totaling $506K 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 | VENTRA HEALTH, INC. VENTRA HEALTH RETIREMENT PLAN | DALLAS TX | 555 | $30.0M | $178K |
| 2 | SUBSYSTEM TECHNOLOGIES, INC. SUBSYSTEM TECHNOLOGIES, INC. 401(K) PLAN | ARLINGTON VA | 241 | $18.0M | $112K |
| 3 | LERETA, LLC LERETA, LLC 401(K) PLAN |
| 594 |
| $34.7M |
| $99K |
| 4 | KMS SOLUTIONS, LLC KMS SOLUTIONS, LLC 401(K) PLAN | ALEXANDRIA VA | 271 | $21.1M | $55K |
| 5 | VEVO LLC VEVO 401(K) PLAN | NEW YORK NY | 264 | $34.3M | $42K |
| 6 | FISKARS BRANDS, INC. GERBER LEGENDARY BLADES UNION 401(K) RETIREMENT SAVINGS PLAN | MIDDLETON WI | 89 | $8.0M | $16K |
| 7 | UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 403(B) THRIFT PLAN FOR UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | NEW YORK NY | 680 | $26.4M | $3K |
