Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA REAL ESTATE SECURITIES I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $589K 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 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $216K |
| 2 | RICHARDSON MANUFACTURING COMPANY RICHARDSON MANUFACTURING COMPANY 401(K) PLAN | SPRINGFIELD IL | 148 | $10.5M | $195K |
| 3 | BROADWAY SERVICES INC. BROADWAY SERVICES INC. RETIREMENT PLAN |
NEW ORLEANS LA |
| 137 |
| $4.2M |
| $98K |
| 4 | ROCKFORD UNIVERSITY ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN | ROCKFORD IL | 298 | $37.4M | $48K |
| 5 | KEMLON PRODUCTS & DEVELOPMENT GROUP INC. KEYSTONE/KEMLON 401K PROFIT-SHARING PLAN | PEARLAND TX | 392 | $34.5M | $33K |
