Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Dfa Real Estate Securities Institutional Class in their Schedule of Assets, totaling $289K 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 | BETHANY CHRISTIAN SERVICES, INC. BETHANY CHRISTIAN SERVICES TAX SHELTERED SAVINGS RETIREMENT PLAN | N.E. GRAND RAPIDS MI | 1,812 | $64.6M | $275K |
| 2 | LITTLE FLOWER MANOR, INC. LITTLE FLOWER MANOR, INC 403(B) PLAN | DARBY PA | 145 | $4.2M | $14K |