Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA DFA Global Real Estate Securities Port in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $977K |
| 2 | CASTLELAKE, LP CASTLELAKE, LP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 162 | $43.9M | $556K |
| 3 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN |
BOULDER CO |
| 786 |
| $29.6M |
| $116K |
| 4 | COMMUNICATION TECHNOLOGY SERVICES, LLC CTS 401(K) PLAN | MARLBORO MA | 339 | $25.7M | $70K |
| 5 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $68K |
| 6 | THE NITSCHE GROUP, INC. THE NITSCHE GROUP 401(K) SAVINGS AND PROFIT SHARING PLAN | GIDDINGS TX | 93 | $11.8M | $61K |
| 7 | STRATEGIC SOLUTIONS GROUP LLC STRATEGIC SOLUTIONS GROUP 401(K) PLAN | NEEDHAM MA | 137 | $13.0M | $25K |
| 8 | BATES ELECTRIC, INC. BATES ELECTRIC, INC. RETIREMENT PLAN | TAMPA FL | 150 | $6.5M | $14K |
| 9 | LAKE SHORE CRYOTRONICS, INC. LAKE SHORE CRYOTRONICS, INC. RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 237 | $46.9M | $11K |
