Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $2.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: DFA Real Estate Securities, DFA Real Estate Securities I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | IBEW LOCAL NO. 143 ANNUITY PLAN IBEW LOCAL NO. 143 ANNUITY PLAN | PITTSBURGH PA | 379 | $70.9M | $455K |
| 2 | LOUISIANA SUGAR REFINING, LLC LOUISIANA SUGAR REFINING, LLC 401(K) SAVINGS PLAN | GRAMERCY LA | 205 | $16.3M | $286K |
| 3 | WATTERSON CONSTRUCTION COMPANY CONTRACTORS AND EMPLOYEES RETIREMENT PLAN | ANCHORAGE AK | 73 | $13.2M | $243K |
| 4 | POLARIS HOME FUNDING CORPORATION POLARIS 401(K) PLAN | GRANDVILLE MI | 131 | $11.0M | $191K |
| 5 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN | HUMBOLDT IA | 224 | $34.0M | $176K |
| 6 | THE M & W LOGISTICS GROUP, INC. THE M & W LOGISTICS GROUP, INC. 401K PLAN | NASHVILLE TN | 180 | $7.6M | $164K |
| 7 | THE ALLIANCE GROUP ALLIANCE GROUP RETIREMENT PLAN | CHANDLER AZ | 1,609 | $21.8M | $152K |
| 8 | FAMILY HEALTH CARE OF SIOUXLAND, PLC FAMILY HEALTH CARE OF SIOUXLAND, PLC 401(K) PROFIT SHARING PLAN | SIOUX CITY IA | 249 | $40.5M | $131K |
| 9 | PLAN COMPLIANCE SERVICES, INC. ENVISION RETIREMENT SAVINGS PLAN | CLEARWATER FL | 301 | $3.9M | $101K |
| 10 | MICHIGAN SURGERY SPECIALISTS, P.C. MICHIGAN SURGERY SPECIALISTS, P.C. 401(K) PLAN AND TRUST | WARREN MI | 192 | $12.5M | $99K |
