Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Trust Company, LLC DFA Real Estate Securities Fund in their Schedule of Assets, totaling $470K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ESCALENT, INC. ESCALENT, INC. 401(K) PLAN | LIVONIA MI | 633 | $80.6M | $470K |
