Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA Global Real Estate SEC in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NCH CORPORATION NCH CORPORATION RETIREMENT SAVINGS PLAN | IRVING TX | 1,865 | $354.2M | $2.6M |
| 2 | C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN | SYRACUSE NY | 582 | $106.0M | $691K |
| 3 | SECURITY STATE BANK & TRUST SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN |
FREDERICKSBURG TX |
| 289 |
| $28.0M |
| $2K |