Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 33 retirement plans report an interest in this investment, totaling $726K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: DFA Global Real Estate Securities R, DFA Global Real Estate Securities. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MICHAEL VAN VALKENBURGH ASSOCIATES, INC. MVVA, INC. PROFIT SHARING & 401(K) PLAN | CAMBRIDGE MA | 98 | $23.4M | $287K |
| 2 | PERSONAL COMPUTERS, INC. PERSONAL COMPUTERS, INC. | BUFFALO NY | 47 | $18.5M | $93K |
| 3 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $80K |
| 4 | MEDICAL SOCIETY OF DELAWARE MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN | NEWARK DE | 147 | $20.9M | $72K |
| 5 | OXFORD NANOPORE TECHNOLOGIES, INC. OXFORD NANOPORE 401(K) | NEW YORK NY | 201 | $13.8M | $50K |
| 6 | MADERA RESIDENTIAL MADERA RESIDENTIAL 401(K) PLAN | LUBBOCK TX | 481 | $8.2M | $39K |
| 7 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN III | CEDAR RAPIDS IA | 2,783 | $53.1M | $27K |
| 8 | HILL VALLEY HEALTHCARE, LLC HILL VALLEY 401K PLAN | WOODMERE NY | 775 | $3.5M | $21K |
| 9 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $17K |
| 10 | JUPITER CHRISTIAN SCHOOL, INC. JUPITER CHRISTIAN SCHOOL, INC. 401(K) RETIREMENT PLAN | JUPITER FL | 242 | $3.3M | $17K |
