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 Registered investment company in their Schedule of Assets, totaling $48K 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 | FOUNDATION PARTNERS GROUP, LLC FOUNDATION PARTNERS GROUP, LLC RETIREMENT SAVINGS PLAN | WINTER PARK FL | 1,417 | $31.6M | $42K |
| 2 | OLYMPIC MOVING & STORAGE OLYMPIC MOVING & STORAGE 401(K) PROFIT SHARING PLAN & TRUST | TACOMA WA | 144 | $2.0M | $7K |
