Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Global Real Est Sec Pt Ins Mutual fund in their Schedule of Assets, totaling $418K 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 | RAZER USA LTD RAZER USA LTD 401(K) PLAN | IRVINE CA | 209 | $20.8M | $153K |
| 2 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $137K |
| 3 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN |
FULLERTON CA |
| 492 |
| $21.8M |
| $64K |
| 4 | FINQUERY, LLC FINQUERY 401(K) PLAN | ATLANTA GA | 170 | $12.2M | $61K |
| 5 | SEDERA, INC. SEDERA 401K PLAN | AUSTIN TX | 0 | $3.2M | $3K |
| 6 | A&D MORTGAGE LLC A&D MORTGAGE LLC | HOLLYWOOD FL | 175 | $1.6M | $1K |
