Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Institutional Class Fund in their Schedule of Assets, totaling $100K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCHANTS FINANCIAL GROUP, INC. MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | WINONA MN | 419 | $64.9M | $55K |
| 2 | BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 364 | $21.6M | $45K |
