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 Registered Investment Company in their Schedule of Assets, totaling $182K 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 | REDWOOD DAY SCHOOL REDWOOD DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | OAKLAND CA | 90 | $17.7M | $101K |
| 2 | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | SALISBURY COVE ME | 86 | $15.9M | $59K |
| 3 | APYX MEDICAL CORPORATION |
CLEARWATER FL |
| 98 |
| $13.0M |
| $16K |
| 4 | ALLCARE MANAGEMENT SERVICES ALLCARE HEALTH 401(K) PLAN | GRANTS PASS OR | 366 | $17.2M | $6K |
