Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Real Estate Secs Port Ins in their Schedule of Assets, totaling $1.3M 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 | CERTILMAN BALIN ADLER & HYMAN, LLP CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN | EAST MEADOW NY | 141 | $69.4M | $478K |
| 2 | COUNTY NATIONAL BANK COUNTY NATIONAL BANK 401(K) PLAN | HILLSDALE MI | 232 | $28.3M | $409K |
| 3 | SIGNAL MANAGEMENT SERVICES, LLC |
WILTON CT |
| 146 |
| $24.0M |
| $288K |
| 4 | MERLO CONSTRUCTION COMPANY, INC. MERLO CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MILFORD MI | 144 | $5.7M | $78K |
| 5 | STRATEGIC MANAGEMENT SOLUTIONS, LLC STRATEGIC MANAGEMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 296 | $25.5M | $64K |
| 6 | ROSENBERGER USA CORP ROSENBERGER USA CORP 401(K) PLAN | AKRON PA | 201 | $13.7M | $18K |
| 7 | SPERO HEALTH, INC. SPERO HEALTH, INC. 401K PLAN | BRENTWOOD TN | 363 | $10.4M | $13K |
