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 Port Inst Pooled Separate Accounts in their Schedule of Assets, totaling $62K 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 | TERRABANK, N.A. TERRABANK 401(K) PLAN | MIAMI FL | 116 | $6.2M | $38K |
| 2 | COMPUTER DATA SOURCE LLC COMPUTER DATA SOURCE LLC 401(K) PLAN AND TRUST | EATONTOWN NJ | 74 | $7.0M | $24K |
