Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Global Real Estate SEC Portfolio I in their Schedule of Assets, totaling $62K 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 | POLYMER TECHNOLOGY SYSTEMS, INC. POLYMER TECHNOLOGY SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WHITESTOWN IN | 188 | $25.7M | $62K |