Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional DFA Real Estate Securities Portfolio Institutional Class in their Schedule of Assets, totaling $192K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD VA | 191 | $22.7M | $181K |
| 2 | WYCKOFF FARMS, INC. WYCKOFF ENTERPRISES 401(K) PROFIT SHARING PLAN | GRANDVIEW WA | 1,192 | $19.8M | $11K |
