Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Global Real Est Sec Pt Ins in their Schedule of Assets, totaling $560K 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 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN | WICHITA KS | 333 | $37.0M | $349K |
| 2 | THE LOVESAC COMPANY THE LOVESAC COMPANY 401(K) PLAN | STAMFORD CT | 1,710 | $24.8M | $94K |
| 3 | KPS GLOBAL, LLC KPS GLOBAL, LLC 401(K) PLAN |
FORT WORTH TX |
| 793 |
| $45.3M |
| $36K |
| 4 | LINKBANCORP, INC. LINKBANK 401(K) PLAN | CAMP HILL PA | 302 | $16.7M | $32K |
| 5 | ENAVATE HOLDINGS, LLC ENAVATE RETIREMENT PLAN | TAMPA FL | 127 | $12.1M | $24K |
| 6 | HEADLANDS RESEARCH, INC. HEADLANDS RESEARCH 401(K) PLAN | LAKE WORTH FL | 365 | $10.1M | $14K |
| 7 | CROW WING RECYCLING, INC. CW COMPANIES RETIREMENT PLAN | BRAINERD MN | 187 | $5.0M | $8K |
| 8 | BRUEGMANN USA, INC. BRUEGMANN USA RETIREMENT PLAN | HOUSTON TX | 99 | $558K | $5K |
