Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Institutional in their Schedule of Assets, totaling $1.0M 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 | LABATT FOOD SERVICE LABATT FOOD SERVICE EMPLOYEES' PROFIT SHARING PLAN | SAN ANTONIO TX | 1,586 | $83.3M | $381K |
| 2 | GEORGE M. LEADER FAMILY CORPORATION COUNTRY MEADOWS 401(K) RETIREMENT PLAN | HERSHEY PA | 1,908 | $40.5M | $362K |
| 3 | FRANKLIN ROAD ACADEMY |
NASHVILLE TN |
| 196 |
| $27.3M |
| $136K |
| 4 | ARRO HOLDINGS, LLC ARRO HOLDINGS, LLC 401(K) PLAN | LITITZ PA | 145 | $11.1M | $59K |
| 5 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $33K |
| 6 | JACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL JACKSON AUTOMOTIVE GROUP, LLC 401(K) PLAN | ROCKWALL TX | 286 | $4.0M | $30K |
| 7 | TEXTNOW, INC TEXTNOW 401(K) PLAN | SAN MATEO CA | 110 | $6.7M | $5K |
| 8 | IMG USA, INC. DBA IMPERIAL MANUFACTURING GROUP IMG USA, INC. 401(K) PLAN | ALTON FL | 206 | $4.3M | $5K |
