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 Class in their Schedule of Assets, totaling $697K 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 | AMERICAN JEWISH UNIVERSITY AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN | LOS ANGELES CA | 156 | $22.4M | $288K |
| 2 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH NJ | 1,834 | $85.3M | $150K |
| 3 | EPTURA, INC. EPTURA, INC. 401(K) PLAN |
ATLANTA GA |
| 273 |
| $26.0M |
| $128K |
| 4 | MEADVILLE MEDICAL CENTER MEADVILLE MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | MEADVILLE PA | 1,553 | $23.1M | $49K |
| 5 | SONIDA SENIOR LIVING, INC. SONIDA SENIOR LIVING 401(K) PLAN | DALLAS TX | 4,224 | $20.2M | $31K |
| 6 | TOTAL RESPIRATORY & REHAB INC TOTAL RESPIRATORY & REHAB INC 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 168 | $4.9M | $22K |
| 7 | HANKYU HANSHIN EXPRESS (USA) INC. HANKYU HANSHIN EXPRESS (USA) 401(K) PLAN | WOOD DALE IL | 200 | $8.8M | $22K |
| 8 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $7K |
