Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding DFA Dfa Real Estate Securities I in their Schedule of Assets, totaling $9.2M 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 | BARRIOS TECHNOLOGY BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN | HOUSTON TX | 816 | $135.3M | $3.3M |
| 2 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $1.1M |
| 3 | TAKASAGO INTERNATIONAL CORP. (USA) |
ROCKLEIGH NJ |
| 471 |
| $119.1M |
| $853K |
| 4 | COASTAL CONSTRUCTION GROUP OF SOUTH FLORIDA, INC. DBA COASTAL CONSTRUC COASTAL CONSTRUCTION GROUP 401(K) PLAN | MIAMI FL | 441 | $49.9M | $693K |
| 5 | THE COMMON APPLICATION INC. THE COMMON APPLICATION INC. 403B PLAN | ARLINGTON VA | 174 | $31.1M | $426K |
| 6 | CAPITAL DISTRICT PHYSICIANS HEALTH PLAN, INC. CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC. 401(K) PROFIT SHARING PLAN | LATHAM NY | 1,320 | $267.2M | $425K |
| 7 | SIMPLISAFE, INC. SIMPLISAFE 401(K) PLAN | BOSTON MA | 1,145 | $55.3M | $295K |
| 8 | INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS, INC. INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS 403(B) RETIREMENT PLAN | CHICAGO IL | 128 | $16.3M | $257K |
| 9 | GEORGIA NUT COMPANY GEORGIA NUT COMPANY 401(K) PROFIT SHARING PLAN | SKOKIE IL | 479 | $26.1M | $238K |
| 10 | CIVISTA BANCSHARES, INC. SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES | SANDUSKY OH | 521 | $65.3M | $186K |
