Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Real Estate Securities Portfolio Registered investment company in their Schedule of Assets, totaling $2.3M 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 | F. KORBEL & BROS. F. KORBEL & BROS. 401(K) RETIREMENT PLAN | GUERNEVILLE CA | 282 | $89.8M | $917K |
| 2 | RENISHAW, INC. RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN | WEST DUNDEE IL | 217 | $57.4M | $611K |
| 3 | LISKOW AND LEWIS, APLC LISKOW AND LEWIS RETIREMENT PLAN AND TRUST |
NEW ORLEANS LA |
| 193 |
| $159.7M |
| $410K |
| 4 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $139K |
| 5 | NORTHWESTERN INDIANA TELEPHONE COMPANY NW INDIANA TELCO 401(K) PLAN | HEBRON IN | 124 | $6.9M | $72K |
| 6 | SYMPLICITY CORPORATION SYMPLICITY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ARLINGTON VA | 138 | $18.2M | $72K |
| 7 | BLINK HEALTH GROUP, LLC BLINK HEALTH 401(K) PLAN | NEW YORK NY | 441 | $15.5M | $45K |
| 8 | DOMAINE CARNEROS LTD DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN | NAPA CA | 128 | $10.8M | $22K |
| 9 | EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE RETIREMENT PLAN | NEW CASTLE DE | 330 | $15.7M | $1K |
