Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding DFA Real Estate Securities Port Inst Pooled separate account in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $531K |
| 2 | NATIONAL MANUFACTURING CO., INC. NATIONAL MANUFACTURING SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ | 240 | $6.3M | $245K |
| 3 | RRC POWER & ENERGY, LLC |
ROUND ROCK TX |
| 278 |
| $19.3M |
| $188K |
| 4 | EASTERN ENGINEERED WOOD PRODUCTS, INC. EASTERN ENGINEERED WOOD PRODUCTS 401(K) PLAN | BETHLEHEM PA | 92 | $13.0M | $164K |
| 5 | WELKER, INC. WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST | SUGAR LAND TX | 103 | $14.5M | $127K |
| 6 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $68K |
| 7 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $66K |
| 8 | ROBERT W. SULLIVAN, INC. ROBERT W. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 82 | $11.3M | $60K |
| 9 | HINKLE HOLDING CO., LLC HINKLE HOLDING COMPANY LLC AND SUBSIDIARIES 401(K) PLAN | PARIS KY | 240 | $13.1M | $60K |
| 10 | GLOBAL-E US INC. GLOBAL-E US INC. 401(K) PLAN | NEW YORK NY | 185 | $10.3M | $58K |
