Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding DFA DFA Real Estate Securities - in their Schedule of Assets, totaling $5.5M 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 | CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON OH | 540 | $136.4M | $2.1M |
| 2 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.5M |
| 3 | PULAU CORPORATION |
ORLANDO FL |
| 424 |
| $17.0M |
| $1.0M |
| 4 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $247K |
| 5 | T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA MD | 254 | $29.5M | $113K |
| 6 | GSA MANAGEMENT LLC GSA MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | REDONDO BEACH CA | 208 | $4.2M | $102K |
| 7 | MULLIGAN FUNDING, LLC MULLIGAN FUNDING 401(K) PLAN | SAN DIEGO CA | 146 | $9.1M | $101K |
| 8 | GABLE SIGNS & GRAPHICS, INC. GABLE SIGNS & GRAPHICS, INC. 401(K) PLAN | BALTIMORE MD | 145 | $14.0M | $87K |
| 9 | DIBELLA'S OLD FASHIONED SUBMARINES LLC DIBELLA'S OLD FASHIONED SUBMARINES 401(K) PLAN | ROCHESTER NY | 281 | $3.9M | $76K |
| 10 | ROCKLAND FEDERAL CREDIT UNION ROCKLAND FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | ROCKLAND MA | 192 | $26.2M | $73K |
