Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dimensional Fund Advisors Real Estate Securities Portfolio in their Schedule of Assets, totaling $6.2M 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 | HOGANTAYLOR LLP HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN | TULSA OK | 360 | $72.9M | $1.4M |
| 2 | SP MANAGEMENT SERVICES, INC. SURGERY PARTNERS 401(K) PLAN | BRENTWOOD TN | 10,664 | $413.6M | $1.4M |
| 3 | SURGERY PARTNERS, INC. SURGERY PARTNERS 401(K) PLAN |
BRENTWOOD TN |
| 4,583 |
| $314.9M |
| $1.1M |
| 4 | MWD MANAGEMENT, LLC MWD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BRENTWOOD TN | 682 | $47.6M | $1.0M |
| 5 | AMERICANTCS FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 1,185 | $58.6M | $611K |
| 6 | CYMSTAR, LLC CYMSTAR RETIREMENT PLAN | BROKEN ARROW OK | 168 | $29.4M | $294K |
| 7 | CYMSTAR, LLC CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' | BROKEN ARROW OK | 64 | $16.9M | $139K |
| 8 | 2012 USP HOLDINGS, INC. 2012 USP HOLDINGS, INC. 401(K) PLAN | REISEL TX | 402 | $17.5M | $111K |
| 9 | CHETU, INC. CHETU, INC. 401(K) PROFIT SHARING PLAN | SUNRISE FL | 127 | $7.4M | $49K |
