Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA Real Estate Securities Fund in their Schedule of Assets, totaling $7.9M 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 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON OH | 6,627 | $1.9B | $7.4M |
| 2 | PANCO OPERATIONS LLC PANCO OPERATIONS, LLC 401(K) PLAN | WHITE PLAINS NY | 249 | $13.0M | $253K |
| 3 | THE EXPO GROUP, LLC THE EXPO GROUP, LLC EMPLOYER 401(K) PLAN |
IRVING TX |
| 295 |
| $12.5M |
| $133K |
| 4 | US ACUTE CARE SOLUTIONS UH CLINICAL ASSOCIATES, LLC 401(K) RETIREMENT PLAN | CANTON OH | 151 | $17.3M | $72K |