Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA Real Estate Securities Portfolio in their Schedule of Assets, totaling $159K 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 | LIVEONNY LIVEONNY TAX DEFERRED ANNUITY PLAN | LIC NY | 336 | $40.7M | $52K |
| 2 | MICROPLASTICS INC IPLASTICS LLC 401(K) PROFIT SHARING PLAN & TRUST | SAINT CHARLES IL | 157 | $6.7M | $45K |
| 3 | MONTGOMERY MCCRACKEN WALKER & RHOADS LLP MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN |
PHILADELPHIA PA |
| 97 |
| $74.4M |
| $21K |
| 4 | ORION REAL ESTATE SERVICES, INC. ORION REAL ESTATE SERVICES, INC. 401K PLAN | HOUSTON TX | 1,004 | $11.1M | $21K |
| 5 | AMBULATORY MANAGEMENT SOLUTIONS, AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 205 | $20.9M | $19K |
