Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Global Real Estate Sec Port Inst # in their Schedule of Assets, totaling $559K 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 | SOUTH CAROLINA FEDERAL CREDIT UNION SOUTH CAROLINA FEDERAL CREDIT UNION EMPLOYEES' 401K PLAN | NORTH CHARLESTON SC | 577 | $102.8M | $256K |
| 2 | DERMCARE MANAGEMENT, LLC DERMCARE MANAGEMENT, LLC 401(K) PLAN | HOLLYWOOD FL | 983 | $31.2M | $202K |
| 3 | PROACT, INC. PROACT, INC. 401(K) PLAN |
EAGAN MN |
| 95 |
| $10.2M |
| $81K |
| 4 | WAREHOUSE SOLUTIONS, INC. WAREHOUSE SOLUTIONS, INC. 401(K) PLAN | ROCHELLE PARK NJ | 133 | $10.1M | $17K |
| 5 | HCAS LLC HCAS LLC 401(K) PLAN | MIAMI FL | 197 | $1.8M | $2K |