Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding DFA Real Estate Secs Port Ins Registered investment company in their Schedule of Assets, totaling $21.5M 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 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $1.6M |
| 2 | GOSIGER HOLDINGS, INC. GOSIGER 401K SAVINGS PLAN AND TRUST | DAYTON OH | 598 | $101.6M | $1.6M |
| 3 | ASHTON WOODS USA, LLC. ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN |
ALPHARETTA GA |
| 1,312 |
| $118.4M |
| $1.3M |
| 4 | FRANKENMUTH CREDIT UNION FRANKENMUTH CREDIT UNION 401(K) RETIREMENT SAVINGS | FRANKENMUTH MI | 441 | $35.1M | $1.1M |
| 5 | REDCOM LABORATORIES, INC. REDCOM LABORATORIES, INC. 401(K) AND PROFIT SHARIN | VICTOR NY | 121 | $44.8M | $938K |
| 6 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $694K |
| 7 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $638K |
| 8 | SPARC GROUP LLC THE SPARC GROUP LLC 401(K) INVESTMENT AND SAVINGS PLAN | LYNDHURST NJ | 11,662 | $341.8M | $609K |
| 9 | DENTAL CARE ALLIANCE DENTAL CARE ALLIANCE 401(K) PLAN | SARASOTA FL | 4,413 | $183.8M | $576K |
| 10 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $545K |
