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 Fund " in their Schedule of Assets, totaling $1.5M 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 | FRANKENMUTH CREDIT UNION FRANKENMUTH CREDIT UNION 401(K) RETIREMENT SAVINGS | FRANKENMUTH MI | 441 | $35.1M | $1.1M |
| 2 | COMMUNITY HEALTH CONNECTIONS COMMUNITY HEALTH CONNECTIONS 401K PLAN | FITCHBURG MA | 370 | $17.5M | $96K |
| 3 | TOWN & COUNTRY LINEN CORPORATION |
LAKEWOOD NJ |
| 167 |
| $13.1M |
| $95K |
| 4 | JASPAN SCHLESINGER NARENDRAN LLP JASPAN SCHLESINGER NARENDRAN LLP RETIREMENT PLAN | GARDEN CITY NY | 67 | $22.0M | $62K |
| 5 | HUMANE SOCIETY SILICON VALLEY HUMANE SOCIETY SILICON VALLEY 403B PLAN | MILPITAS CA | 151 | $8.6M | $45K |
| 6 | JERRITT CANYON GOLD LLC FIRST MAJESTIC SILVER CORP. 401(K) PLAN | ELKO NV | 73 | $7.9M | $42K |
| 7 | MARKETING BY DESIGN, LLC MARKETING BY DESIGN, LLC 401(K) PLAN | BEVERLY MA | 90 | $8.3M | $24K |
