Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio 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 | INTERCEPT INTERACTIVE INC. INTERCEPT INTERACTIVE RETIREMENT PLAN | NEW YORK NY | 166 | $26.2M | $261K |
| 2 | GENEDX HOLDINGS CORP. GENEDX HOLDINGS CORP. 401(K) PLAN | STAMFORD CT | 888 | $138.0M | $214K |
| 3 | SOMFY SYSTEMS, INC. SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN |
DAYTON NJ |
| 146 |
| $40.9M |
| $190K |
| 4 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN | CHICAGO IL | 269 | $53.4M | $123K |
| 5 | MEDICALODGES, INC. MEDICALODGES, INC. 401(K) PROFIT SHARING PLAN | COFFEYVILLE KS | 1,450 | $4.5M | $112K |
| 6 | THE SOLOMON-PAGE GROUP, LLC THE SOLOMON-PAGE GROUP, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 648 | $45.6M | $51K |
| 7 | WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND AL | 1,394 | $31.4M | $23K |
| 8 | QUANDEL ENTERPRISES, LLC QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN | HARRISBURG PA | 228 | $39.7M | $20K |
| 9 | CALUMET CARTON COMPANY CALUMET CARTON COMPANY EMPLOYEE RETIREMENT TRUST | SOUTH HOLLAND IL | 116 | $14.0M | $11K |
| 10 | L5 FITNESS HOLDINGS LLC L5 FITNESS HOLDINGS LLC 401(K) PROFIT SHARING & TRUST | BRIGHTON MI | 0 | $0 | $9K |
