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 in their Schedule of Assets, totaling $1.4M 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 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $521K |
| 2 | FLUIDMASTER, INC. FLUIDMASTER, INC. SAVINGS PLAN | SAN JUAN CAPISTRANO CA | 133 | $53.2M | $233K |
| 3 | THE SHADY CANYON GOLF CLUB, INC. SHADY CANYON GOLF CLUB 401(K) SAVINGS PLAN |
IRVINE CA |
| 191 |
| $11.2M |
| $201K |
| 4 | REGAL MARINE INDUSTRIES, INC. REGAL MARINE 401(K) RETIREMENT PLAN | ORLANDO FL | 649 | $30.1M | $154K |
| 5 | TITAN DEVELOPMENT AND INVESTMENTS, INC. HEALTHIER YOU, FINANCIAL WELLNESS 401(K) PLAN | ROCHESTER MN | 182 | $6.1M | $99K |
| 6 | G TREASURY SS, LLC G TREASURY SS, LLC 401(K) PLAN | BUFFALO GROVE IL | 162 | $22.2M | $68K |
| 7 | BURNS INDUSTRIAL EQUIPMENT, INC. BURNS INDUSTRIAL EQUIPMENT, INC. 401(K) SAVINGS PLAN | WARRENDALE PA | 238 | $30.8M | $29K |
| 8 | ENGLISH LANGUAGE INSTITUTE/CHINA ENGLISH LANGUAGE INSTITUTE IN CHINA 403(B) PLAN | FORT COLLINS CO | 342 | $14.2M | $28K |
| 9 | HARVEY VOGEL MANUFACTURING CO. HARVEY VOGEL MANUFACTURING CO. HOURLY EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | WOODBURY MN | 147 | $2.7M | $18K |
| 10 | LAND MARK ELECTRIC, INC. LAND MARK ELECTRIC, INC. 401(K) PLAN | CANOGA PARK CA | 200 | $12.0M | $12K |
