DFA Real Estate Secs Port INS
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 67 retirement plans report an interest in this investment, totaling $5.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
67
Reported interest (EOY)
$5.7M
Data source
DOL Form 5500 · Schedule D
Plans holding DFA Real Estate Secs Port INSranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $540K |
| 2 | WESTCARE FOUNDATION, INC. WESTCARE FOUNDATION, INC. RETIREMENT PLAN | HENDERSON IL | 1,508 | $28.5M | $489K |
| 3 | CTC AMERICAS, INC. CTC AMERICAS 401(K) PLAN | WILTON CT | 705 | $69.5M | $458K |
| 4 | PPC FLEXIBLE PACKAGING, LLC PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN | BUFFALO GROVE IL | 926 | $40.0M | $341K |
| 5 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $288K |
| 6 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $217K |
| 7 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $206K |
| 8 | SCHOUEST, BAMDAS, SOSHEA , BENMAIER & EASTHAM, PLLC SBSB LAW 401(K) PLAN | HOUSTON TX | 243 | $10.2M | $182K |
| 9 | MYCON GENERAL CONTRACTORS, INC. MYCON GENERAL CONTRACTORS, INC. PENSION PLAN | DALLAS TX | 236 | $10.4M | $171K |
| 10 | WEST FLORIDA MEDICAL ASSOCIATES P.A. WEST FLORIDA MEDICAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | BEVERLY HILLS FL | 119 | $31.4M | $168K |
See all 67 plans holding DFA Real Estate Secs Port INS
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