Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA Real Estate Securities Portfolio I in their Schedule of Assets, totaling $122K 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 | DSS ADMINISTRATIVE GROUP, INC. DSS ADMINISTRATIVE GROUP, INC. 401(K) PLAN | WEST HENRIETTA NY | 90 | $7.0M | $76K |
| 2 | COUNCIL FOR ADVANCEMENT & SUPPORT OF EDUCATION CASE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 96 | $24.0M | $25K |
| 3 | COGSTATE, INC. |
NEW HAVEN CT |
| 108 |
| $11.9M |
| $21K |
