Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dimensional Fund Advisors Inflation-Protected Securities in their Schedule of Assets, totaling $6.2M 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 | SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE PA | 394 | $38.4M | $2.7M |
| 2 | POWDR CORP. POWDR CORP. 401(K) PLAN | PARK CITY UT | 4,903 | $39.4M | $2.2M |
| 3 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN |
FAIRBANKS AK |
| 159 |
| $10.0M |
| $364K |
| 4 | RING & PINION SERVICE INC. RING & PINION SERVICE INC. 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 560 | $19.4M | $220K |
| 5 | G.S. WIRING SYSTEMS, INC. G.S. WIRING SYSTEMS, INC. SAVINGS PLAN | FINDLAY OH | 101 | $7.4M | $211K |
| 6 | HOMER MANAGEMENT LLC HOMER'S TREE-MENDOUS 401(K) PLAN AND TRUST | LOCKPORT IL | 100 | $7.4M | $139K |
| 7 | SONNY'S ENTERPRISES, LLC SONNY'S ENTERPRISES, LLC 401(K) PROFIT PLAN | TAMARAC FL | 1,650 | $54.4M | $76K |
| 8 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $73K |
| 9 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $56K |
| 10 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $42K |
