Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Real Estate Securities Fund Registered investment company in their Schedule of Assets, totaling $290K 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 | HELICOPTER EXPRESS, INC. HELICOPTER EXPRESS 401(K) PLAN | CHAMBLEE GA | 294 | $10.7M | $116K |
| 2 | PACIFIC NORTHERN ENVIRONMENTAL, LLC PACIFIC NORTHERN ENVIRONMENTAL 401(K) PROFIT SHARING PLAN | LONGVIEW WA | 326 | $19.1M | $73K |
| 3 | DULCICH, INC. DBA PACIFIC SEAFOOD GROUP |
CLACKAMAS OR |
| 2,470 |
| $109.9M |
| $56K |
| 4 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN | ATLANTA GA | 267 | $10.8M | $45K |
