Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Real Estate Securities Port Inst Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | MARATHON ASSET MANAGEMENT, LP MARATHON ASSET MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 160 | $37.9M | $659K |
| 2 | SEATTLE INDIAN HEALTH BOARD SEATTLE INDIAN HEALTH BOARD 401(K) PLAN | SEATTLE WA | 220 | $14.1M | $349K |
| 3 | CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PC |
PORTLAND OR |
| 105 |
| $41.6M |
| $183K |
| 4 | UMBRA LAB, INC. UMBRA LAB, INC. RETIREMENT TRUST | SANTA BARBARA CA | 147 | $7.4M | $40K |
| 5 | A.R. ARENA PRODUCTS, INC. A. R. ARENA PRODUCTS, INC. 401(K) PSP AND TRUST | ROCHESTER NY | 143 | $8.6M | $27K |
| 6 | VERTILUX LIMITED VERTILUX LTD USA 401(K) PROFIT SHARING PLAN & TRUST | MEDLEY FL | 96 | $4.9M | $16K |
