Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Dimensional Fund Advisors Inflation-Protected Securities Portfolio in their Schedule of Assets, totaling $4.5M 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 | HOGANTAYLOR LLP HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN | TULSA OK | 360 | $72.9M | $895K |
| 2 | GROUPER ACQUISITION COMPANY, LLC D/B/A SHILOH INDUSTRIES NON-UNION EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 1,313 | $148.4M | $889K |
| 3 | ORAL ROBERTS UNIVERSITY ORAL ROBERTS UNIVERSITY RETIREMENT PLAN |
TULSA OK |
| 483 |
| $74.7M |
| $585K |
| 4 | BRUNK INDUSTRIES, INC. BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | LAKE GENEVA WI | 303 | $28.5M | $383K |
| 5 | THE VAN WINKLE LAW FIRM THE VAN WINKLE LAW FIRM PROFIT SHARING PLAN | ASHEVILLE NC | 76 | $22.7M | $277K |
| 6 | ABBOTT INDUSTRIES, INC. ABBOTT INDUSTRIES, INC. 401(K) PLAN | OKMULGEE OK | 108 | $13.2M | $250K |
| 7 | W&W-AFCO STEEL LLC W&W STEEL 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 765 | $50.7M | $206K |
| 8 | W&W-AFCO STEEL LLC HIRSCHFELD HOLDINGS, LP EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 738 | $39.5M | $186K |
| 9 | W&W-AFCO STEEL LLC AFCO STEEL 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 654 | $62.2M | $182K |
| 10 | CYMSTAR, LLC CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' | BROKEN ARROW OK | 64 | $16.9M | $179K |
