Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors: Inflation Protected Securities Fund in their Schedule of Assets, totaling $3.1M 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 | RADNET, INC. RADNET 401(K) PLAN | LOS ANGELES CA | 9,787 | $436.6M | $2.0M |
| 2 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $522K |
| 3 | CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY MO |
| 2,397 |
| $128.7M |
| $252K |
| 4 | TRI HOLDCO, INC. TRI HOLDCO., INC. 401(K) PLAN | FOLSOM CA | 301 | $29.9M | $161K |
| 5 | IN-SITU, INC. IN-SITU, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 189 | $20.2M | $77K |
| 6 | GVC MORTGAGE INC. GVC MORTGAGE 401(K) PLAN | PENDLETON IN | 282 | $16.0M | $60K |
| 7 | C. H. GUERNSEY & COMPANY C.H. GUERNSEY & CO. 401(K) SAVINGS AND PROFIT SHARING PLAN | OKLAHOMA CITY OK | 165 | $39.9M | $27K |