Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Real Estate Securitiess Port Ins in their Schedule of Assets, totaling $159K 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 | JIMCOR AGENCY, INC JIMCOR RETIREMENT SAVINGS PLAN | MONTVALE NJ | 165 | $33.3M | $159K |
