Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Real Estate Securites Portfolio in their Schedule of Assets, totaling $1.6M 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 | CARPENTERS LOCAL NO 491 ANNUITY PLAN CARPENTERS LOCAL UNION NO 491 ANNUITY PLAN | SPARKS MD | 1,130 | $37.3M | $1.6M |
