Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding DFA Real Estate Secs Port Ins Pooled separate account - in their Schedule of Assets, totaling $4.3M 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 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $2.0M |
| 2 | CNY FAMILY CARE, LLP CNY FAMILY CARE, LLP 401(K) PLAN | EAST SYRACUSE NY | 160 | $35.8M | $360K |
| 3 | NATCO PRODUCTS CORPORATION NATCO PRODUCTS CORPORATION 401(K) PLAN |
WEST WARWICK RI |
| 491 |
| $31.1M |
| $316K |
| 4 | CARTON SERVICE CSI, LLC CARTON SERVICE CSI, LLC 401(K) PLAN | SHELBY OH | 103 | $13.7M | $241K |
| 5 | TOTAL MILITARY MANAGEMENT, INC. TOTAL MILITARY MANAGEMENT, INC. RETIREMENT PLAN AND TRUST | JACKSONVILLE FL | 276 | $12.9M | $236K |
| 6 | MARK ANDREWS & COMPANY K. E. ANDREWS 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 163 | $13.8M | $230K |
| 7 | HERREN ASSOCIATES, INC. HERREN ASSOCIATES 401(K) PLAN | WASHINGTON DC | 147 | $22.2M | $186K |
| 8 | BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN | NORTH BERGEN NJ | 854 | $46.6M | $135K |
| 9 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $120K |
| 10 | EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | WORCESTER MA | 432 | $20.0M | $106K |
