Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA DFA Global Real Estate Securities Portfolio - in their Schedule of Assets, totaling $3.5M 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 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN II | CORAL GABLES FL | 235 | $75.8M | $992K |
| 2 | BUFFALO ROCK COMPANY BUFFALO ROCK CO. 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,211 | $115.8M | $757K |
| 3 | SPHERA SOLUTIONS, INC. SPHERA SOLUTIONS INC. 401(K) PLAN |
CHICAGO IL |
| 372 |
| $65.6M |
| $386K |
| 4 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN I | CORAL GABLES FL | 185 | $25.6M | $378K |
| 5 | EVANS BANK, N.A. EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN | WILLIAMSVILLE NY | 266 | $38.3M | $371K |
| 6 | NATIONAL BEVERAGE CORP. NATIONAL BEVERAGE INVESTMENT AND PROFIT SHARING PLAN | PLANTATION FL | 1,647 | $89.2M | $281K |
| 7 | PREMIER PHYSICIANS CENTERS, INC. PREMIER PHYSICIANS CENTERS 401(K) RETIREMENT PLAN | WESTLAKE OH | 254 | $37.4M | $224K |
| 8 | WARGAMING (USA), INC. WARGAMING (USA), INC. 401(K) PLAN & TRUST | AUSTIN TX | 216 | $30.4M | $61K |
| 9 | NORTH ATLANTIC CORP. NORTH ATLANTIC CORP. 401(K) PROFIT SHARING PLAN AND TRUST | SOMERSET MA | 680 | $50.1M | $18K |
| 10 | AMBULATORY MANAGEMENT SOLUTIONS, AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 205 | $20.9M | $8K |
