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 in their Schedule of Assets, totaling $3.9M 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 | SDL INC. SDL INC. 401(K) PLAN | WAKEFIELD MA | 317 | $58.2M | $628K |
| 2 | DAVID PEYSER SPORTSWEAR, INC. DAVID PEYSER SPORTSWEAR, INC. 401(K) PROFIT SHARING PLAN | BAY SHORE NY | 681 | $15.1M | $619K |
| 3 | HISCOX INC. HISCOX INC. 401(K) PROFIT SHARING PLAN |
WHITE PLAINS NY |
| 482 |
| $82.1M |
| $603K |
| 4 | HUMANSCALE CORPORATION HUMANSCALE 401(K) PLAN | PISCATAWAY NJ | 697 | $67.5M | $569K |
| 5 | LEGEND BIOTECH USA, INC. LEGEND BIOTECH 401(K) PLAN | SOMERSET NJ | 1,346 | $65.8M | $346K |
| 6 | CENTRAL ASPHALT, INC. FISHER COMPANIES 401(K) PLAN | MOUNT PLEASANT MI | 302 | $24.3M | $279K |
| 7 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN | FRANKLIN TN | 300 | $24.9M | $271K |
| 8 | MEDICAL REHABILITATION CENTERS, LLC MEDICAL REHABILITATION CENTERS, LLC 401K PROFIT SHARING PLAN | LEXINGTON KY | 917 | $18.4M | $123K |
| 9 | CONCORD FOODS, LLC CONCORD FOODS, LLC 401(K) PROFIT SHARING PLAN | BROCKTON MA | 216 | $17.4M | $111K |
| 10 | NISIVOCCIA LLP NISIVOCCIA LLP 401(K) PLAN | MT. ARLINGTON NJ | 142 | $35.1M | $83K |
