Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Financial Life Insurance Company DFA Inflation-Protected Securities Port ret Acct in their Schedule of Assets, totaling $227K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN | MILES CITY MT | 1,143 | $53.2M | $175K |
| 2 | BALL ENTERPRISES INC BALL ENTERPRISES INC 401(K) PLAN | IDAHO FALLS ID | 826 | $4.2M | $52K |
