Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA REAL ESTATE SECURITIES PORT INS REGISTERED INVESTMENT COMPANY in their Schedule of Assets, totaling $253K 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 | ERA LIVING, LLC ERA LIVING, LLC 401(K) PLAN | SEATTLE WA | 648 | $33.3M | $253K |
