Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors Real Estate Secs Port Ins in their Schedule of Assets, totaling $455K 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 | CATAMOUNT CONSTRUCTORS, INC. CATAMOUNT CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAKEWOOD CO | 344 | $30.3M | $433K |
| 2 | SKUID, INC. SKUID, INC. 401(K) PLAN | CHATTANOOGA TN | 0 | $0 | $22K |
