Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 146 U.S. retirement plans report holding DFA Real Estate Sec Port Inst in their Schedule of Assets, totaling $24.9M 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 | WIKA HOLDING LP WIKA RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 867 | $102.1M | $2.9M |
| 2 | WALLACE, MONTGOMERY & ASSOCIATES WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 223 | $44.8M | $2.2M |
| 3 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN |
BOSTON MA |
| 902 |
| $104.6M |
| $1.2M |
| 4 | BEVERAGE MARKETING USA, INCORPOR ARIZONA ICED TEA 401(K) PLAN | WOODBURY NY | 1,342 | $93.0M | $1.2M |
| 5 | FINDLAY MANAGEMENT GROUP FINDLAY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON NV | 2,516 | $77.4M | $922K |
| 6 | ISAAC HEATING & AIR CONDITIONING ISAAC HEATING & AIR CONDITIONING, INC. 401(K) PLAN | ROCHESTER NY | 512 | $28.5M | $592K |
| 7 | CONTINUING LIFE LLC CONTINUING LIFE 401(K) PLAN | CARLSBAD CA | 1,741 | $62.4M | $576K |
| 8 | AMERISAFE, INC. AMERISAFE, INC. 401(K) PLAN | DERIDDER LA | 353 | $44.8M | $518K |
| 9 | RADIX WIRE & CABLE, LLC RADIX WIRE & CABLE, LLC 401K PLAN | GLENWILLOW OH | 84 | $8.1M | $503K |
| 10 | EPCON COMMUNITIES SERVICES, LLC EPCON COMMUNITIES 401(K) PLAN | DUBLIN OH | 198 | $21.9M | $502K |
