Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Fund Mutual fund in their Schedule of Assets, totaling $4.6M 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 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $1.6M |
| 2 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $1.3M |
| 3 | KONG, INC. KONG 401(K) PLAN |
SAN FRANCISCO CA |
| 273 |
| $17.8M |
| $654K |
| 4 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO CA | 270 | $13.6M | $247K |
| 5 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA | 217 | $23.0M | $224K |
| 6 | CONNECTIONS EMPLOYER SOLUTIONS LLC CONNECTIONS EMPLOYER SOLUTIONS LLC 401(K) PLAN | PHOENIX AZ | 702 | $16.3M | $193K |
| 7 | STORE CAPITAL ADVISORS, LLC STORE CAPITAL ADVISORS, LLC 401(K) PLAN | SCOTTSDALE AZ | 125 | $15.3M | $193K |
| 8 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $98K |
| 9 | TENSTORRENT USA, INC. TENSTORRENT USA INC 401K PLAN | AUSTIN TX | 350 | $21.9M | $38K |
| 10 | HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN | IRVINE CA | 258 | $19.4M | $29K |
