Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dfa Real Estate Sec Port Inst Mutual Fund in their Schedule of Assets, totaling $313K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $237K |
| 2 | BROOKBEAM DENTAL HOLDINGS, LLC BROOKBEAM DENTAL HOLDINGS, LLC 401(K) PLAN | KINGSTON NY | 190 | $8.4M | $36K |
| 3 | GLOBALVCARD LLC GLOBALVCARD LLC 401K PLAN |
BONITA SPRINGS FL |
| 183 |
| $8.7M |
| $36K |
| 4 | GUARDIAR USA LLC GUARDIAR USA LLC 401 (K) | ENNIS TX | 107 | $1.5M | $4K |
