Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA DFA Real Estate Securities Port Inst in their Schedule of Assets, totaling $1.6M 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 | CLEVER DEVICES LTD. CLEVER DEVICES LTD. 401(K) PLAN | WOODBURY NY | 442 | $73.0M | $802K |
| 2 | DAY KIMBALL HOSPITAL DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN | PUTNAM CT | 1,095 | $61.7M | $305K |
| 3 | EMBREE CONSTRUCTION GROUP, INC EMBREE GROUP 401(K) RETIREMENT PLAN |
GEORGETOWN TX |
| 252 |
| $18.7M |
| $213K |
| 4 | CS DISCO, INC. CS DISCO, INC. RETIREMENT TRUST | AUSTIN TX | 407 | $37.9M | $115K |
| 5 | ALLERVIE AND CLINICAL HOLDINGS, LLC ALLERGY AND CLINICAL HOLDINGS, LLC 401(K) PLAN | FRISCO TX | 412 | $17.0M | $97K |
| 6 | PMC COMMERCIAL INTERIORS, INC. PMC, INC. 401(K) PLAN | RALEIGH NC | 166 | $11.8M | $26K |
