Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors DFREX - DFA Real Estate Securities Portfolio Institutional Class in their Schedule of Assets, totaling $854K 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 | EMPLOVA, LLC EMPLOVA 401(K) RETIREMENT SAVINGS PLAN | HUNTINGTON STATION NY | 726 | $90.4M | $379K |
| 2 | EMPLOVA, LLC EMPLOVA 401(K) RETIREMENT SAVINGS PLAN | MELVILLE NY | 450 | $29.5M | $236K |
| 3 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN | GREENVILLE |
| 1,496 |
| $85.4M |
| $189K |
| 4 | TANDIUM CORPORATION TANDIUM CORPORATION RETIREMENT SAVINGS PLAN | EDGEWATER MD | 208 | $12.4M | $44K |
| 5 | CURRENT HR CURRENT HR 401(K) PLAN | FORT WRIGHT KY | 565 | $8.1M | $5K |
