Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Real Estate Sec Port Inst Registered investment co. in their Schedule of Assets, totaling $474K 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 | LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLAN | TORRANCE CA | 408 | $149.3M | $260K |
| 2 | LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN | TORRANCE CA | 123 | $51.2M | $154K |
| 3 |
JACKSON WY |
| 101 |
| $8.6M |
| $61K |
