Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Institutional Class Registered investment company in their Schedule of Assets, totaling $749K 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 | DOXIMITY, INC. DOXIMITY 401(K) PLAN | SAN FRANCISCO CA | 837 | $78.8M | $482K |
| 2 | GE INDUSTRIAL OF PR, LLC GE VERNOVA PUERTO RICO SAVINGS PLAN | GUAYNABO PR | 103 | $22.3M | $85K |
| 3 | CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN |
| 311 |
| $34.6M |
| $83K |
| 4 | QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER CO | 221 | $36.9M | $75K |
| 5 | FAIRWAY MEDICAL CENTER, LLC DBA AVALA AVALA 401(K) PLAN | COVINGTON LA | 344 | $14.0M | $19K |
| 6 | TZ MEDICAL INC TZ MEDICAL INC 401(K) PROFIT SHARING PLAN & TRUST | TUALATIN OR | 97 | $5.4M | $3K |
| 7 | INDEPENDENT PHYSICIAN ASSOCIATES DBA ALL CARE ALL CARE 401(K) PLAN | MODESTO CA | 316 | $17.2M | $2K |
