Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Mutual funds in their Schedule of Assets, totaling $226K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVA 401K ASSOCIATES NOVA 401(K) PLAN | HOUSTON TX | 204 | $31.2M | $139K |
| 2 | FOUR WINDS HEALTH, LLC FOUR WINDS HEALTH RETIREMENT PLAN | ATLANTA GA | 2,174 | $17.9M | $72K |
| 3 | SOUTHLAND INSULATORS OF MARYLAND SOUTHLAND INSULATORS-GROUP 2 401(K) PLAN |
BALTIMORE MD |
| 377 |
| $12.2M |
| $15K |
