Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Global Real Est Sec Pt Ins Pooled separate account in their Schedule of Assets, totaling $303K 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 | HYDROBLEND, INC. DBA HB SPECIALTY FOODS HYDROBLEND, INC. DBA HB SPECIALTY FOODS 401(K) PROFIT SHARING PLAN) | NAMPA ID | 197 | $8.1M | $76K |
| 2 | ISYS TECHNOLOGIES ISYS TECHNOLOGIES 401(K) PLAN | LITTLETON CO | 231 | $12.7M | $53K |
| 3 | MODERN MEADOW, INC. MODERN MEADOW, INC. 401(K) PLAN |
NUTLEY NJ |
| 37 |
| $8.4M |
| $41K |
| 4 | SCHOOX, INC. SCHOOX 401(K) PLAN | AUSTIN TX | 115 | $5.0M | $38K |
| 5 | SCHOOX, INC. SCHOOX 401(K) PLAN | AUSTIN TX | 109 | $6.6M | $37K |
| 6 | ADVANCE PAPER BOX COMPANY ADVANCE PAPER BOX COMPANY UNION 401(K) PLAN | LOS ANGELES CA | 93 | $1.8M | $23K |
| 7 | OPERATION HOMEFRONT, INC. OPERATION HOMEFRONT 401(K) PLAN | SAN ANTONIO TX | 125 | $6.8M | $18K |
| 8 | CHOSEN FOODS, LLC CHOSEN FOODS LLC 401(K) PROFIT SHARING PLAN AND | SAN DIEGO CA | 80 | $4.3M | $8K |
| 9 | KARAT, INC. KARAT 401(K) PLAN | SEATTLE WA | 89 | $11.4M | $7K |
| 10 | NORTHSTAR EMERGENCY SERVICES, INC. DBA NORCAL AMBULANCE NORCAL AMBULANCE 401(K) PLAN AND TRUST | DUBLIN CA | 871 | $6.1M | $2K |
