Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Real Estate Securities Mutual Funds N/A in their Schedule of Assets, totaling $227K 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 | SEATTLE ROOTS COMMUNITY HEALTH SEATTLE ROOTS COMMUNITY HEALTH 401(K) PLAN | SEATTLE WA | 287 | $24.0M | $206K |
| 2 | LEGAL AID SOCIETY OF ROCHESTER, INC. THE LEGAL AID SOCIETY OF ROCHESTER, INC. RETIREMENT PLAN | ROCHESTER NY | 119 | $8.1M | $21K |
