Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisor Real Estate Securities Portfolio Institutional in their Schedule of Assets, totaling $903K 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 | BIERLEIN COMPANIES, INC. BIERLEIN 401(K) PROFIT SHARING PLAN | MIDLAND MI | 262 | $60.4M | $903K |
