Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Securities Portfolio I in their Schedule of Assets, totaling $630K 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 | CONNECTIFY HR, LLC CONNECTIFY HR RETIREMENT SAVINGS PLAN | CLIVE IA | 2,187 | $84.4M | $368K |
| 2 | NEWPORT GROUP, INC. FINTRUST 401(K) POOLED EMPLOYER PLAN | FOLSOM CA | 1,032 | $24.1M | $82K |
| 3 | NEW WORLD PREPARATORY CHARTER SCHOOL NEW WORLD PREPARATORY CHARTER SCHOOL 401(K) PLAN |
STATEN ISLAND NY |
| 118 |
| $3.8M |
| $61K |
| 4 | SYNERTEX LLC SYNERTEX LLC RETIREMENT PLAN | PURCELLVILLE VA | 211 | $7.6M | $60K |
| 5 | NEWPORT GROUP, INC. RETIREMENT GROUP POOLED EMPLOYER PLAN | FOLSOM CA | 739 | $13.6M | $59K |
