Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Dfa Global Real Estate Securities Port Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | OCEANEERING INTERNATIONAL, INC. OCEANEERING RETIREMENT INVESTMENT PLAN | HOUSTON TX | 3,923 | $828.6M | $1.8M |
| 2 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 97 | $43.5M | $868K |
| 3 | COPIC TRUST COPIC COMPANIES 401(K) PLAN |
DENVER CO |
| 137 |
| $37.3M |
| $615K |
| 4 | PAE CONSULTING ENGINEERS, INC. PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | PORTLAND OR | 391 | $76.0M | $293K |
| 5 | FIRSTFRUITS HOLDCO, LLC FIRSTFRUITS HOLDCO 401(K) PLAN | PRESCOTT WA | 1,529 | $10.8M | $270K |
| 6 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $222K |
| 7 | A-CORE, INC. A-CORE, INC. 401(K) PROFIT SHARING PLAN | MURRAY UT | 341 | $11.2M | $76K |
| 8 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $58K |
| 9 | DAYSMART SOFTWARE, LLC DAYSMART SOFTWARE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANN ARBOR MI | 287 | $16.6M | $35K |
| 10 | MAC DISCOUNT, LLC MAC DISCOUNT, LLC 401(K) PLAN | BUTLER PA | 1,151 | $2.6M | $20K |
