Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Institutional " 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRONTAGE LABORATORIES INC. FRONTAGE LABORATORIES INC. 401(K) PLAN | EXTON PA | 672 | $62.9M | $586K |
| 2 | AXENS NORTH AMERICA, INC. AXENS NORTH AMERICA, INC. PENSION SAVINGS PLAN | HOUSTON TX | 240 | $67.5M | $516K |
| 3 | BOLD PENGUIN, INC. BOLD PENGUIN 401(K) PLAN |
DUBLIN OH |
| 207 |
| $18.7M |
| $128K |
| 4 | FIDDLERS ELBOW GOLF & COUNTRY CLUB, INC. FIDDLERS ELBOW COUNTRY CLUB 401K PLAN | BEDMINSTER NJ | 241 | $6.6M | $25K |
| 5 | PATHWAYS HEALTHCARE, LLC PATHWAYS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN | WESTWOOD MA | 476 | $4.2M | $15K |
