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 Inst Pooled Separate Account N/A in their Schedule of Assets, totaling $138K 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 | INSULTECH, LLC INSULTECH, LLC 401(K) PLAN | SANTA ANA CA | 82 | $5.0M | $138K |
