Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Glob Real Estate in their Schedule of Assets, totaling $10.2M 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 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $4.1M |
| 2 | CLEARY GOTTLIEB STEEN & HAMILTON LLP CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS TRUST | NEW YORK NY | — | $1.1B | $3.0M |
| 3 | BI WORLDWIDE |
EDINA MN |
| 1,076 |
| $299.7M |
| $1.4M |
| 4 | FLATIRON CONSTRUCTION CORP. FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,572 | $261.0M | $589K |
| 5 | OPTIVER SERVICES US LLC OPTIVER 401(K) PLAN | CHICAGO IL | 540 | $153.6M | $410K |
| 6 | RESIN SOLUTIONS, LLC RESIN SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN | EXTON PA | 62 | $26.7M | $345K |
| 7 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $266K |
| 8 | IVENTURE SOLUTIONS, INC. IVENTURE SOLUTIONS, INC. 401K P/S PLAN | JACKSONVILLE FL | 177 | $11.7M | $126K |
| 9 | FLATIRON CONSTRUCTORS, INC. FLATIRON NON-UNION HOURLY EMPLOYEES' 401(K) PLAN | BROOMFIELD CO | 690 | $16.3M | $8K |
