Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Dfa Real Estate Securities Portfolio Institutional Class Mutual Fund in their Schedule of Assets, totaling $40.8M 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 | GILEAD SCIENCES, INC. GILEAD SCIENCES 401(K) PLAN | FOSTER CITY CA | 10,903 | $4.3B | $31.9M |
| 2 | FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN | OLD BETHPAGE NY | 1,938 | $78.0M | $6.0M |
| 3 | OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN |
CEDAR RAPIDS IA |
| 106 |
| $33.5M |
| $684K |
| 4 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $510K |
| 5 | TRUE WORLD HOLDINGS LLC TRUE WORLD HOLDINGS 401(K) PLAN | ROCKLEIGH NJ | 1,019 | $55.9M | $387K |
| 6 | GCI, INC. GCI, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 95 | $23.7M | $294K |
| 7 | THE JUDGE GROUP, INC. THE JUDGE GROUP, INC., 401(K) PROFIT SHARING PLAN | WAYNE PA | 2,273 | $86.2M | $227K |
| 8 | EWING-FOLEY, INC. EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CUPERTINO CA | 101 | $24.1M | $101K |
| 9 | SIMONA AMERICA GROUP INC. SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN | ARCHBALD PA | 352 | $23.3M | $96K |
| 10 | MANAGEMENT CONTROLS, INC. MANAGEMENT CONTROLS, INC. 401(K) PLAN | HOUSTON TX | 167 | $18.9M | $93K |
