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 Portfolio - in their Schedule of Assets, totaling $2.4M 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 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN II | CORAL GABLES FL | 235 | $75.8M | $992K |
| 2 | SPHERA SOLUTIONS, INC. SPHERA SOLUTIONS INC. 401(K) PLAN | CHICAGO IL | 372 | $65.6M | $386K |
| 3 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN I |
CORAL GABLES FL |
| 185 |
| $25.6M |
| $378K |
| 4 | NATIONAL BEVERAGE CORP. NATIONAL BEVERAGE INVESTMENT AND PROFIT SHARING PLAN | PLANTATION FL | 1,647 | $89.2M | $281K |
| 5 | PREMIER PHYSICIANS CENTERS, INC. PREMIER PHYSICIANS CENTERS 401(K) RETIREMENT PLAN | WESTLAKE OH | 254 | $37.4M | $224K |
| 6 | PASONA N A, INC. PASONA N A, INC. 401(K) PLAN | TORRANCE CA | 193 | $9.9M | $68K |
| 7 | WARGAMING (USA), INC. WARGAMING (USA), INC. 401(K) PLAN & TRUST | AUSTIN TX | 216 | $30.4M | $61K |
| 8 | AMBULATORY MANAGEMENT SOLUTIONS, AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 205 | $20.9M | $8K |
| 9 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $2K |
