Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Global Real Estate Sec Port Inst Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | TWIN CITY HARDWARE COMPANY TWIN CITY HARDWARE COMPANY 401(K) SAVINGS PLAN AND TRUST | OAKDALE MN | 255 | $33.4M | $630K |
| 2 | SAN JOAQUIN REFINING COMPANY, INC. SAN JOAQUIN REFINING COMPANY 401K PLAN | BAKERSFIELD CA | 131 | $36.2M | $458K |
| 3 | GEOLOGIC ASSOCIATES |
ONTARIO CA |
| 302 |
| $88.1M |
| $245K |
| 4 | ASPHALT INC., LLC DBA LONE STAR PAVING LONE STAR PAVING 401(K) PLAN | AUSTIN TX | 560 | $19.3M | $87K |
| 5 | VIBRANT TECHNOLOGIES, INC. VIBRANT TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | EDEN PRAIRIE MN | 104 | $6.1M | $70K |
| 6 | TOWN SQUARE MORTGAGE & INVESTMENTS, LLC TOWN SQUARE MORTGAGE & INVESTMENTS, LLC 401(K) PLAN | DALLAS TX | 56 | $6.9M | $64K |
| 7 | AMERICAN PORTFOLIO MORTGAGE CORPORATION AMERICAN PORTFOLIO MORTGAGE CORPORATION 401(K) PLAN | PALATINE IL | 217 | $9.7M | $60K |
| 8 | AVIONTE, LLC AVIONTE, LLC 401(K) PLAN | BLOOMINGTON MN | 298 | $17.6M | $52K |
| 9 | ARROW MIRROR & GLASS, INC. AGI 401(K) RETIREMENT PLAN | HOUSTON TX | 234 | $2.4M | $2K |
