Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Real Estate Securities Port N/R in their Schedule of Assets, totaling $87K 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 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RTRMT COMMUNITIES, INC. INGLESIDE 401(K) PLAN | ROCKVILLE MD | 812 | $19.6M | $83K |
| 2 | REED CITY GROUP, LLC REED CITY GROUP, LLC 401(K) PLAN | REED CITY MI | 180 | $7.3M | $2K |
| 3 | REED CITY GROUP, LLC REED CITY GROUP, LLC 401(K) PLAN |
REED CITY MI |
| 215 |
| $4.8M |
| $1K |
