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 $4.2M 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 | 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 | EQT PARTNERS, INC. EQT PARTNERS, INC. 401(K) PLAN | NEW YORK NY | 216 | $23.1M | $145K |
| 9 | BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN | NORTH BERGEN NJ | 854 | $46.6M | $135K |
| 10 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $120K |
