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 Portfolio Fund 452.6860 shares in their Schedule of Assets, totaling $80K 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 | PCHP MEDICAL SERVICES ORGANIZATION, LLP PCHP 401(K) PLAN | WILLISTON VT | 157 | $22.9M | $80K |
