Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Global Real Estate Fund in their Schedule of Assets, totaling $2.2M 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 | CORNERSTONE BUILDING BRANDS, INC. CORNERSTONE BUILDING BRANDS 401(K) PROFIT SHARING PLAN | HOUSTON TX | 16,061 | $845.3M | $1.0M |
| 2 | AIR METHODS LLC AIR METHODS CORPORATION 401(K) PLAN | GREENWOOD VILLAGE CO | 4,913 | $633.9M | $923K |
| 3 | LITTLE RAPIDS CORPORATION LITTLE RAPIDS CORPORATION 401(K) AND RETIREMENT PLAN |
GREEN BAY WI |
| 441 |
| $76.2M |
| $151K |
| 4 | AMERICAN NATIONAL BANK & TRUST COMPANY AMERICAN NATIONAL BANK & TRUST COMPANY EMPLOYEES' SAVINGS PLAN | DANVILLE VA | 334 | $32.1M | $73K |
| 5 | QUADIENT INC. QUADIENT INC. 401(K) PLAN | MILFORD CT | 1,573 | $282.5M | $3K |