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 Port Inst Mutual Fund in their Schedule of Assets, totaling $488K 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 | WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS CO | 4,935 | $9.2M | $263K |
| 2 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $217K |
| 3 | AMERICANTCS FIDUCIARY SERVICES, LLC CFS PEP |
PITTSBURGH FL |
| 436 |
| $10.8M |
| $8K |
