Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding DFA Real Estate Securities Portfolio " in their Schedule of Assets, totaling $8.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIPLY FIBER ZIPLY FIBER PENSION PLAN | KIRKLAND WA | 483 | $125.7M | $4.8M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $1.5M |
| 3 | BOND, SCHOENECK & KING PLLC BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN |
SYRACUSE NY |
| 520 |
| $214.2M |
| $629K |
| 4 | RADIOLOGY SERVICES, LLC RADIOLOGY SERVICES, LLC EMPLOYEE SAVINGS PLAN | WALLINGFORD CT | 492 | $59.9M | $314K |
| 5 | ATLANTIC GENERAL HOSPITAL CORP ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED | BERLIN MD | 853 | $72.3M | $306K |
| 6 | SLEEPY HOLLOW COUNTRY CLUB SLEEPY HOLLOW COUNTRY CLUB EMPLOYEES' PENSION PLAN | SCARBOROUGH NY | 82 | $7.7M | $282K |
| 7 | MICROPRECISION, LLC MICROPRECISION, LLC 401(K) PROFIT SHARING PLAN | DELAVAN WI | 96 | $7.8M | $156K |
| 8 | MOODY GARDENS, INC. MOODY GARDENS, INC. 401(K) RETIREMENT PLAN | GALVESTON TX | 374 | $11.9M | $110K |
| 9 | CLARK'S PUMP N' SHOP, INC. CLARK'S PUMP N' SHOP, INC. 401(K) PLAN | ASHLAND KY | 365 | $6.6M | $101K |
| 10 | SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN | HOUSTON TX | 200 | $17.7M | $88K |
