Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Securities Port Inst in their Schedule of Assets, totaling $738K 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 | RURAL HEALTH SERVICES CONSORTIUM IN RURAL HEALTH SERVICES CONSORTIUM, INC. 401(K) PLAN | ROGERSVILLE TN | 236 | $21.9M | $238K |
| 2 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 216 | $25.9M | $207K |
| 3 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN |
JACKSONVILLE FL |
| 244 |
| $20.5M |
| $189K |
| 4 | C.H. FENSTERMAKER & ASSOCIATES, L.L.C. C.H. FENSTERMAKER & ASSOCIATES PROFIT SHARING 401K PLAN | LAFAYETTE LA | 206 | $24.3M | $97K |
| 5 | PEDIATRIC HOME HEALTHCARE, LLC PEDIATRIC HOME HEALTHCARE, LLC 401(K) PLAN | DALLAS TX | 1,108 | $2.8M | $5K |
| 6 | CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON CA | 56 | $3.4M | $2K |
