Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA DFA Real Estate Secs Port Ins in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RANGE GENERATION NEXT LLC RGNEXT 401K PLAN | MELBOURNE FL | 933 | $112.4M | $1.3M |
| 2 | NOVOCURE INC. NOVOCURE INC. 401(K) RETIREMENT PLAN | PORTSMOUTH NH | 664 | $59.1M | $150K |
| 3 | DONOR ALLIANCE, INC. DONOR ALLIANCE, INC. 401K PLAN AND TRUST |
| 208 |
| $34.0M |
| $143K |
| 4 | RESULTIV HOLDINGS, INC. RESULTIV HOLDINGS, INC. 401(K) PLAN | ALPHARETTA GA | 4 | $17.4M | $141K |
| 5 | TEXAS RESEARCH INTERNATIONAL, INC. TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN | AUSTIN TX | 161 | $23.7M | $93K |
| 6 | INNOVATIVE HEALTH, LLC INNOVATIVE HEALTH, LLC 401K | SCOTTSDALE AZ | 143 | $6.4M | $77K |
| 7 | EUCLID SYSTEMS CORPORATION EUCLID SYSTEMS CORPORATION 401(K) PLAN | STERLING VA | 182 | $3.8M | $30K |
| 8 | CAMPBELL PROPERTY MANAGEMENT CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN | DEERFIELD BEACH FL | 2,457 | $7.2M | $23K |
| 9 | INTERNATIONAL ICE CREAM CORPORATION INTERNATIONAL ICE CREAM CORPORATION 401(K) PLAN | NORTON MA | 334 | $8.4M | $2K |
