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 Variable Annuity in their Schedule of Assets, totaling $188K 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 | NORTHWEST GRAIN GROWERS, INC. NORTHWEST GRAIN GROWERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WALLA WALLA WA | 96 | $16.6M | $170K |
| 2 | MCNAIRN PACKAGING, INC. MCNAIRN PACKAGING, INC. 401(K) PLAN | WESTFIELD MA | 149 | $5.2M | $14K |
| 3 | UNIVERSITY MANAGEMENT, INC. |
COLUMBUS MS |
| 550 |
| $5.1M |
| $5K |
