Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA DFA Real Estate Securities Portfolio Institutional Class - in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $917K |
| 2 | UB FAMILY MEDICINE INC UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST | BUFFALO NY | 147 | $22.0M | $498K |
| 3 | VANTAGE HOLDING COMPANY LLC VANTAGE HOLDING COMPANY 401(K) SAVINGS PLAN |
MEADVILLE PA |
| 206 |
| $13.5M |
| $403K |
| 4 | ACADEMIC MEDICINE SERVICES INC ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO NY | 238 | $39.5M | $200K |
| 5 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $190K |
| 6 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 143 | $22.8M | $149K |
| 7 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $114K |
| 8 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $93K |
| 9 | LANGUAGE SERVICES ASSOCIATES, INC. LANGUAGE SERVICES ASSOCIATES, INC. 401(K) PLAN | HORSHAM PA | 246 | $12.4M | $87K |
| 10 | PERC ENGINEERING, LLC PERC ENGINEERING, LLC 401(K) PLAN | HOUSTON TX | 122 | $30.4M | $21K |
