Form 5500 Search

DFA Global Real EST SEC PT INS

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $3.1M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
26
Reported interest (EOY)
$3.1M
Data source
DOL Form 5500 · Schedule D

Plans holding DFA Global Real EST SEC PT INSranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1EDWARDS GARMENT CO.
RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF EDWARDS GARMENT CO.
KALAMAZOO
MI
177$17.3M$598K
2JOHNSON HEALTH TECH NORTH AMERICA, INC.
JHT 401(K) PLAN
COTTAGE GROVE
WI
1,376$86.6M$513K
3SILICON VALLEY MECHANICAL, INC.
SILICON VALLEY MECHANICAL, INC. 401(K) PLAN
SAN JOSE
CA
151$26.4M$463K
4SAMBRAILO PACKAGING, INC.
SAMBRAILO PACKAGING PROFIT SHARING PLAN
WATSONVILLE
CA
190$9.8M$435K
5PATHOLOGY ASSOCIATES OF SAN ANTONIO
PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN
SAN ANTONIO
TX
110$31.6M$319K
6NTT GLOBAL DATA CENTERS AMERICAS, INC.
NTT GLOBAL DATA CENTERS AMERICAS, INC. 401(K) PLAN
SACRAMENTO
CA
860$55.7M$214K
7TEXAS EXCAVATION SAFETY SYSTEM INC.
TEXAS EXCAVATION SAFETY SYSTEM, INC. RETIREMENT SAVINGS PLAN
RICHARDSON
TX
259$10.3M$196K
8VIRTUAL SERVICE OPERATIONS LLC
VIRTUAL SERVICE OPERATIONS 401(K) PLAN
IRVING
TX
377$5.5M$93K
9BENEFITS ASSURANCE, LLC
BENEFITS ASSURANCE 401(K) PLAN
PLANO
TX
318$12.0M$69K
10CRISTO REY JESUIT HIGH SCHOOL
CRISTO REY JESUIT HIGH SCHOOL 401(K) PLAN
CHICAGO
IL
123$10.8M$48K
See all 26 plans holding DFA Global Real EST SEC PT INS
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