Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA REAL EST SEC I in their Schedule of Assets, totaling $1.4M 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 | NORTHWEST RIVER SUPPLIES INC. NORTHWEST RIVER SUPPLIES, INC. 401(K) RETIREMENT PLAN | MOSCOW ID | 129 | $20.1M | $756K |
| 2 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $419K |
| 3 | INTEROPERABILITY BIDCO, INC. INTEROPERABILITY BIDCO, INC. 401(K) PLAN |
BOSTON MA |
| 215 |
| $33.6M |
| $119K |
| 4 | WESTLAKE DERMATOLOGY, PA WESTLAKE DERMATOLOGY 401(K) PROFIT SHARING PLAN | AUSTIN TX | 316 | $14.6M | $41K |
| 5 | CONVENIENTMD LLC CONVENIENTMD LLC 401(K) PLAN | PORTSMOUTH NH | 1,410 | $13.1M | $25K |
