Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA Global Real Estate Securities Port Registered investment company in their Schedule of Assets, totaling $2.0M 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 | DEATLEY COMPANY, INC. EUCON CORPORATION RETIREMENT BENEFIT PROGRAM | LEWISTON ID | 379 | $51.0M | $1.6M |
| 2 | DIENTES COMMUNITY DENTAL CARE DIENTES COMMUNITY DENTAL CARE 403(B) PLAN | SANTA CRUZ CA | 126 | $3.8M | $134K |
| 3 | EUCON CORPORATION EUCON CORPORATION RETIREMENT BENEFIT PROGRAM |
LEWISTON ID |
| 372 |
| $57.0M |
| $75K |
| 4 | HARBOR FOODS GROUP INC. HARBOR FOODS GROUP INC. 401(K) PLAN | LACEY WA | 981 | $77.0M | $71K |
| 5 | BEHAVIORAL HEALTH SPECIALISTS, INC. BEHAVIORAL HEALTH SPECIALISTS RETIREMENT PLAN | NORFOLK NE | 90 | $2.6M | $65K |
| 6 | BADGER MUTUAL INSURANCE COMPANY BADGER MUTUAL INSURANCE COMPANY 401(K) PLAN | MILWAUKEE WI | 87 | $21.1M | $32K |
| 7 | BURGERVILLE, LLC BURGERVILLE, LLC 401(K) PLAN | VANCOUVER WA | 162 | $8.2M | $32K |
| 8 | EASTER SEALS GOODWILL NORTHERN ROCKY MOUNTAIN, INC. ESGW 401(K) RETIREMENT PLAN | GREAT FALLS MT | 949 | $12.6M | $18K |
| 9 | QUILT LLC QUILT SOFTWARE 401(K) PLAN | NEW YORK NY | 310 | $4.6M | $9K |
| 10 | THE PRIMARY SCHOOL LABS THE PRIMARY SCHOOL 401(K) PLAN | EAST PALO ALTO CA | 141 | $2.6M | $3K |
