Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA Global RE Sec Port Inst in their Schedule of Assets, totaling $9K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITIZENS, INC. CITIZENS, INC. 401(K) RETIREMENT AND PROFIT SHARING PLAN | AUSTIN TX | 230 | $16.1M | $7K |
| 2 | MERCURY ENTERPRISES, INC MERCURY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 155 | $7.8M | $2K |
