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 Securities Port Mutual Fund N/A in their Schedule of Assets, totaling $295K 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 | THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS OH | 183 | $24.8M | $226K |
| 2 | PASON SYSTEMS USA CORP. PASON SYSTEMS USA CORP. 401(K) PLAN | HOUSTON TX | 339 | $29.5M | $68K |
