Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Real Estate Securities I Registered investment companies in their Schedule of Assets, totaling $537K 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 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $429K |
| 2 | MANSON WESTERN, LLC MANSON WESTERN, LLC 401(K) PROFIT SHARING PLAN | TORRANCE CA | 154 | $19.8M | $102K |
| 3 | ISPOT.TV, INC. ISPOT.TV, INC. 401(K) PLAN |
| 406 |
| $45.2M |
| $7K |
