Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors Inflation Protected Securities Port in their Schedule of Assets, totaling $851K 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 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $608K |
| 2 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLAN | MADISON WI | 684 | $51.3M | $229K |
| 3 |
SAN FRANCISCO CA |
| 188 |
| $25.7M |
| $14K |