Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Real Estate Secs Port Ins Pooled separate accounts in their Schedule of Assets, totaling $825K 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 | HARBORSTONE CREDIT UNION HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN | TACOMA WA | 301 | $54.2M | $527K |
| 2 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE FL | 148 | $25.4M | $161K |
| 3 | MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC |
CLIFTON PARK NY |
| 125 |
| $6.6M |
| $51K |
| 4 | GEORGE L. MEE MEMORIAL HOSPITAL MEE MEMORIAL HOSPITAL 403(B) PLAN | KING CITY CA | 373 | $7.7M | $29K |
| 5 | MIAMI AUTOMOTIVE RETAIL, INC. MURGADO AUTOMOTIVE GROUP 401(K) PLAN | MIAMI FL | 959 | $36.5M | $25K |
| 6 | RECYCLING MANAGEMENT RESOURCES, LLC RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN | PARSIPPANY NJ | 276 | $13.9M | $24K |
| 7 | METROKIDS CRADLE BROOKLYN, INC. METROKIDS CRADLE 401(K) PLAN | NEW YORK NY | 55 | $2.8M | $5K |
| 8 | OLAM WEST COAST, INC. OLAM AMERICAS - HANFORD HOURLY UNION EMPLOYEE | FRESNO CA | 33 | $2.4M | $3K |
