Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Mutual fund - in their Schedule of Assets, totaling $14.9M 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 | PACIFIC COAST BUILDING PRODUCTS, INC. PACIFIC COAST BUILDING PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN | RANCHO CORDOVA CA | 2,193 | $313.1M | $9.1M |
| 2 | PRGX USA, INC. PRGX 401(K) PLAN | ATLANTA GA | 411 | $96.4M | $643K |
| 3 | STELLAR BANK STELLAR BANK RETIREMENT PLAN |
HOUSTON TX |
| 1,033 |
| $149.8M |
| $496K |
| 4 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $479K |
| 5 | UNITED STATES LIABILITY INSURANCE COMPANY UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PLAN | WAYNE PA | 1,493 | $80.7M | $421K |
| 6 | GARCIA IMPORTS, INC. DBA GARCIA HONDA GARCIA DEALERSHIPS 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 209 | $8.6M | $355K |
| 7 | HOJ MANAGEMENT CO., INC. HOJ MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 190 | $18.4M | $297K |
| 8 | IMCO CARBIDE TOOLS, INC. IMCO CARBIDE TOOLS, INC. PROFIT SHARING TRUST | PERRYSBURG OH | 125 | $9.4M | $232K |
| 9 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $230K |
| 10 | ROVER GROUP, INC. ROVER 401(K) PLAN | SEATTLE WA | 429 | $40.3M | $225K |
