Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA GLBL REAL ESTATE SEC PORT MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $685K 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 | MENTAL HEALTH COOPERATIVE INC. MENTAL HEALTH COOPERATIVE RETIREMENT PLAN | NASHVILLE TN | 855 | $52.8M | $553K |
| 2 | DAVID A. BRAMBLE INC. DAVID A. BRAMBLE INC. 401K PROFIT SHARING PLAN AND TRUST | CHESTERTOWN MD | 229 | $26.4M | $131K |
