Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional in their Schedule of Assets, totaling $837K 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 | LABATT FOOD SERVICE LABATT FOOD SERVICE EMPLOYEES' PROFIT SHARING PLAN | SAN ANTONIO TX | 1,586 | $83.3M | $425K |
| 2 | FRANKLIN ROAD ACADEMY TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY | NASHVILLE TN | 196 | $27.3M | $244K |
| 3 | JEFFERSON BANCSHARES, INC. |
SAN ANTONIO TX |
| 400 |
| $43.4M |
| $94K |
| 4 | SIERRA FOREST PRODUCTS, INC. SIERRA FOREST PRODUCTS, INC 401(K) PLAN | SALT LAKE CITY UT | 260 | $15.5M | $74K |
