Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors Inflation-Protected Securities I in their Schedule of Assets, totaling $1.5M 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 | COLONIAL MANAGEMENT GROUP, LP COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN | MAITLAND FL | 1,244 | $23.6M | $729K |
| 2 | TIMBERLAND BANK TIMBERLAND BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN | HOQUIAM WA | 274 | $35.2M | $251K |
| 3 | WESCON CONTROLS, LLC WESCON CONTROLS, LLC 401(K) PLAN |
WICHITA KS |
| 136 |
| $14.9M |
| $183K |
| 4 | GOREE ARCHITECTS INC. GOREE ARCHITECTS INC. 401K PLAN | HOUSTON TX | 155 | $7.4M | $159K |
| 5 | RBC DEVELOPMENT, LLC RBC DEVELOPMENT, LLC SAFE HARBOR 401(K) PLAN | LENEXA KS | 90 | $8.3M | $90K |
| 6 | CATHEXIS INVESTMENT MANAGEMENT, LP CATHEXIS INVESTMENT MANAGEMENT, LP 401(K) PLAN | HOUSTON TX | 124 | $9.3M | $72K |
| 7 | NEWPORT HOTEL GROUP, LLC NEWPORT HOTEL GROUP, LLC 401(K) PLAN | MIDDLETOWN RI | 82 | $5.7M | $34K |
| 8 | UMC ENERGY SOLUTIONS, INC. UMC ENERGY SOLUTIONS 401(K) PLAN | JOSHUA TX | 131 | $3.9M | $4K |
