Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Portfolio I DFA Real Estate Securities Portfolio I N/R in their Schedule of Assets, totaling $29K 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 | MLK CONSULTING LLC DREAM GOLF 401(K) RETIREMENT PLAN | CHICAGO IL | 1,057 | $29.5M | $29K |
