Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding DFA Real Estate Secs Port Ins. in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORORA VISUAL, LLC ORORA VISUAL RETIREMENT SAVINGS PLAN | MESQUITE TX | 508 | $32.1M | $667K |
| 2 | THE MEET GROUP, INC. THE MEET GROUP, INC. 401K RETIREMENT PLAN | NEW HOPE PA | 128 | $26.8M | $420K |
| 3 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN |
YPSILANTI MI |
| 200 |
| $13.9M |
| $407K |
| 4 | NB VENTURES, INC. NB VENTURES, INC. 401(K) PLAN | CLARK NJ | 481 | $63.2M | $338K |
| 5 | BROCKTON NEIGHBORHOOD HEALTH CENTER BROCKTON NEIGHBORHOOD HEALTH CENTER 403(B) PLAN | BROCKTON MA | 755 | $29.3M | $314K |
| 6 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $174K |
| 7 | RICHARD'S CORPORATION RICHARD'S CORPORATION PREVAILING WAGE/401(K) PLAN | TERRYVILLE CT | 115 | $21.7M | $171K |
| 8 | RESCUE AGENCY PUBLIC BENEFIT, LLC RESCUE AGENCY PUBLIC BENEFIT, LLC 401(K) PLAN | SAN DIEGO CA | 215 | $13.1M | $158K |
| 9 | JAKE MARSHALL SERVICE, INC. JAKE MARSHALL SERVICE, INC. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 110 | $9.1M | $136K |
| 10 | BORUSAN MANNESMANN PIPE U.S., INC. BORUSAN MANNESMANN 401(K) PLAN | BAYTOWN TX | 486 | $18.2M | $133K |
