Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding DFA Real Estate Securities Portfolio, Institutional Class in their Schedule of Assets, totaling $14.3M 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 | WAKE RADIOLOGY CONSULTANTS, P.A 401(K)/PROFIT SHARING PLAN AND TRUST FOR WAKE RADIOLOGY CONSULTANTS, P.A. | RALEIGH NC | 416 | $192.7M | $5.4M |
| 2 | CMA CGM (AMERICA) LLC CMA CGM (AMERICA) LLC 401(K) PLAN | NORFOLK VA | 1,410 | $332.7M | $1.9M |
| 3 | KIDZ MEDICAL SERVICES, INC. |
CORAL GABLES FL |
| 342 |
| $90.7M |
| $1.5M |
| 4 | LEANTAAS, INC. LEANTAAS 401(K) SAVINGS PLAN | SANTA CLARA CA | 379 | $33.8M | $1.1M |
| 5 | LANIER & ASSOCIATES CONSULTING ENGINEERS, INC. LANIER & ASSOCIATES RETIREMENT PLAN | NEW ORLEANS LA | 124 | $47.4M | $966K |
| 6 | AGIOS PHARMACEUTICALS AGIOS PHARMACEUTICALS 401(K) PLAN | CAMBRIDGE MA | 491 | $106.2M | $739K |
| 7 | INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE AL | 340 | $32.2M | $527K |
| 8 | ROWLEY BROTHERS, INC. ROWLEY 401(K) PLAN | BAY CITY MI | 313 | $27.2M | $406K |
| 9 | VAUGHN INDUSTRIES, LLC VAUGHN INDUSTRIES, LLC 401K PROFIT SHARING PLAN | CAREY OH | 773 | $87.5M | $252K |
| 10 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $239K |
