Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $123K 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 | ENTERPRISEDB CORPORATION ENTERPRISEDB CORPORATION 401(K) PLAN | BEDFORD MA | 292 | $26.9M | $123K |
