Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Global Real Estate Sec Port Inst Mutual fund in their Schedule of Assets, totaling $149K 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 | GATEWAY TICKETING SYSTEMS, INC. GATEWAY TICKETING SYSTEMS, INC. 401(K) PLAN | GILBERTSVILLE PA | 128 | $19.6M | $140K |
| 2 | CONCRETE HOLDINGS & SERVICES, LL C & C CONCRETE 401(K) PLAN | MEDLEY FL | 209 | $2.1M | $8K |
