Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Real Estate Secs Port Ins Mutual fund - in their Schedule of Assets, totaling $868K 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 | MINEBEA-ACCESSSOLUTIONS USA INC. MINEBEA-ACCESSSOLUTIONS USA INC. 401(K) PLAN | BREMEN GA | 606 | $20.8M | $338K |
| 2 | CLAWSON & STAUBES, LLC CLAWSON & STAUBES, LLC 401(K) PLAN | CHARLESTON SC | 105 | $21.3M | $141K |
| 3 | TOLUNA USA, INC TOLUNA USA, INC. 401K PLAN |
NORWALK CT |
| 83 |
| $15.4M |
| $135K |
| 4 | ABS GRAPHICS, INC. ABS GRAPHICS, INC. 401(K) PLAN | ITASCA IL | 109 | $11.6M | $96K |
| 5 | ROTTLER PEST CONTROL COMPANY ROTTLER PEST CONTROL COMPANY 401K PLAN | CHARLACK MO | 216 | $12.5M | $64K |
| 6 | ALPHA Q, INC. ALPHA Q, INC. 401(K) PLAN | COLCHESTER CT | 191 | $16.0M | $49K |
| 7 | KOFILE, INC. KOFILE, INC. 401(K) PLAN | DALLAS TX | 649 | $14.3M | $27K |
| 8 | RICCELLI HOLDINGS, INC. RICCELLI HOLDINGS, INC. 401(K) & PROFIT SHARING PLAN | NORTH SYRACUSE NY | 277 | $9.1M | $7K |
| 9 | RETAIL TECH, INC. RETAIL TECH, INC. RETIREMENT SAVINGS PLAN | CHANHASSEN MN | 250 | $30.8M | $6K |
| 10 | ADVANTAGECARE REHABILITATION, INC. ADVANTAGECARE REHABILITATION, INC. 401(K) PLAN | PITTSBURGH PA | 688 | $10.4M | $4K |
