DFA Global Real Estate Securities R
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 34 retirement plans report an interest in this investment, totaling $831K in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
34
Reported interest (EOY)
$831K
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: DFA Global Real Estate Securities R, DFA Global Real Estate Securities. Counts combine all variants of the same investment.
Plans holding DFA Global Real Estate Securities Rranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MICHAEL VAN VALKENBURGH ASSOCIATES, INC. MVVA, INC. PROFIT SHARING & 401(K) PLAN | CAMBRIDGE MA | 98 | $23.4M | $287K |
| 2 | MM HOTEL MANAGEMENT, LLC DBA GARDEN CITY HOTEL MM HOTEL MANAGEMENT, LLC DBA GARDEN CITY HOTEL 401(K) PLAN | GARDEN CITY NY | 285 | $9.6M | $101K |
| 3 | PERSONAL COMPUTERS, INC. PERSONAL COMPUTERS, INC. | BUFFALO NY | 47 | $18.5M | $93K |
| 4 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $80K |
| 5 | MEDICAL SOCIETY OF DELAWARE MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN | NEWARK DE | 147 | $20.9M | $72K |
| 6 | OXFORD NANOPORE TECHNOLOGIES, INC. OXFORD NANOPORE 401(K) | NEW YORK NY | 201 | $13.8M | $50K |
| 7 | MADERA RESIDENTIAL MADERA RESIDENTIAL 401(K) PLAN | LUBBOCK TX | 481 | $8.2M | $39K |
| 8 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN III | CEDAR RAPIDS IA | 2,783 | $53.1M | $27K |
| 9 | HILL VALLEY HEALTHCARE, LLC HILL VALLEY 401K PLAN | WOODMERE NY | 775 | $3.5M | $21K |
| 10 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $17K |
See all 34 plans holding DFA Global Real Estate Securities R
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