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 Pooled Separate Account n/a n/a n/a n/a in their Schedule of Assets, totaling $22K 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 | CROWNPEAK TECHNOLOGY, INC. CROWNPEAK 401(K) PLAN | DENVER CO | 34 | $10.7M | $16K |
| 2 | TK&K SERVICES, L.L.C. TK&K SERVICES, LLC 401(K) PLAN | BEVERLY MA | 251 | $7.2M | $7K |
