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 Institutional Class in their Schedule of Assets, totaling $3.6M 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 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $1.5M |
| 2 | SPICER GROUP, INC. SPICER GROUP, INC. 401(K) PROFIT SHARING PLAN | SAGINAW MI | 305 | $54.1M | $878K |
| 3 | PPC FLEXIBLE PACKAGING, LLC PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN |
BUFFALO GROVE IL |
| 926 |
| $40.0M |
| $341K |
| 4 | VERT MARKETS LLC PETERSON BROTHERS RETIREMENT PLAN | ERIE PA | 104 | $45.7M | $263K |
| 5 | MID PENN BANK MID PENN BANK RETIREMENT PLAN | MILLERSBURG PA | 605 | $51.9M | $234K |
| 6 | MIDWEST ORTHOPAEDIC CONSULTANTS, SC MIDWEST ORTHOPAEDIC CONSULTANTS, S. C. PROFIT SHARING 401(K) PLAN | ORLAND PARK IL | 77 | $13.9M | $180K |
| 7 | POSHMARK, INC. POSHMARK, INC. 401(K) PLAN | REDWOOD CITY CA | 490 | $33.4M | $125K |
| 8 | KMA SUNBELT TRADING CORPORATION KMA SUNBELT TRADING CORPORATION RETIREMENT SAVINGS | CLEARWATER FL | 150 | $8.2M | $56K |
| 9 | CRAWFORD INDUSTRIES CRAWFORD INDUSTRIES RETIREMENT SAVINGS PLAN | CRAWFORDSVILLE IN | 0 | $0 | $44K |
