Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA SHORT DUR REAL RTN INST in their Schedule of Assets, totaling $135K 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 | MEDLEY MATERIAL HANDLING, INC. MEDLEY MATERIAL HANDLING, INC. EMPLOYEES' 401(K) PLAN | OKLAHOMA CITY OK | 269 | $7.1M | $125K |
| 2 | HOL-DAV, INC. JOHNSON AUTOMOTIVE PROFIT SHARING PLAN | RALEIGH NC | 893 | $33.6M | $10K |
