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 Portfolio Institutional in their Schedule of Assets, totaling $732K 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 | HARDWOODS SPECIALTY PRODUCTS US LP A DELAWARE LIMITED PARTNERSHIP HARDWOODS SPECIALTY PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | — | 564 | $35.8M | $375K |
| 2 | MOMENTUM MIDSTREAM MANAGEMENT LLC MOMENTUM MIDSTREAM MANAGEMENT LLC 401(K) PLAN | HOUSTON TX | 263 | $35.6M | $357K |
