Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Pooled separate account in their Schedule of Assets, totaling $918K 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 | RMX BSL LLC RMX BSL LLC 401K PLAN | PINE BROOK NJ | 74 | $15.4M | $403K |
| 2 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $261K |
| 3 | HIGHLIGHT TECHNOLOGIES INC HIGHLIGHT TECHNOLOGIES INC 401(K) PLAN | FAIRFAX |
| 270 |
| $19.0M |
| $78K |
| 4 | THOMAS FOODS INTERNATIONAL, USA THOMAS FOODS INTERNATIONAL, USA 401(K) PLAN | CHERRY HILL NJ | 213 | $12.8M | $72K |
| 5 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $69K |
| 6 | MIDWEST TAPE, LLC MIDWEST TAPE, LLC 401(K) PROFIT SHARING PLAN | HOLLAND OH | 385 | $38.9M | $20K |
| 7 | CONNECTICUT FOODSHARE INC. THE CONNECTICUT FOODSHARE, INC. RETIREMENT PLAN | WALLINGFORD CT | 118 | $6.6M | $14K |
| 8 | AGM CALIFORNIA INC AMERICAN GENERAL MEDIA PROFIT SHARING AND 401(K) PLAN | BAKERSFIELD CA | 98 | $7.4M | $2K |
