Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Bank DFA Real Estate Securities Portfolio in their Schedule of Assets, totaling $129K 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 | PLANNED PARENTHOOD OF MICHIGAN 403B THRIFT PLAN OF PLANNED PARENTHOOD OF MICHIGAN | ANN ARBOR MI | 218 | $8.8M | $129K |
