Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Fund # in their Schedule of Assets, totaling $8.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEARTLAND DENTAL, LLC HEARTLAND DENTAL 401K AND STOCK PARTICIPATION PLAN | EFFINGHAM IL | 20,969 | $1.1B | $4.0M |
| 2 | JASON GROUP INC. JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN | RICHMOND IN | 688 | $58.9M | $1.0M |
| 3 | BARNHART CRANE & RIGGING CO. BARNHART CRANE & RIGGING COMPANY 401(K) PROFIT SHARING PLAN |
MEMPHIS TN |
| 999 |
| $162.0M |
| $994K |
| 4 | IMPERIAL OPTICAL MIDCO INC. KEPLR VISION 401(K) PLAN | BLOOMINGTON IL | 2,840 | $83.0M | $886K |
| 5 | KAHN, LITWIN, RENZA & CO., LTD. KAHN, LITWIN, RENZA & CO., LTD. 401(K) RETIREMENT PLAN | PROVIDENCE RI | 275 | $50.6M | $828K |
| 6 | OSBORN LLC OSBORN 401(K) PLAN | RICHMOND IN | 180 | $25.6M | $295K |
| 7 | TRIALON CORPORATION TRIALON CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURTON MI | 0 | $0 | $121K |
| 8 | TULLEY AUTOMOTIVE GROUP, INC. TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN | SOUTH NASHUA NH | 351 | $19.0M | $120K |
| 9 | THE PIKE SCHOOL, INC. THE PIKE SCHOOL, INC. RETIREMENT PLAN | ANDOVER MA | 142 | $35.5M | $116K |
| 10 | GOODWILL INDUSTRIES OF MICHIANA, INC. 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. | SOUTH BEND IN | 671 | $14.3M | $90K |
