Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Real Estate Mutual Fund - in their Schedule of Assets, totaling $275K 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 | RADY CHILDREN'S HOSPITAL- SAN DIEGO RADY CHILDREN'S HOSPITAL- SAN DIEGO 403(B) PLAN | SAN DIEGO CA | 6,239 | $820.2M | $224K |
| 2 | GENERAL SHALE BRICK, INC. THE GENERAL SHALE 401(K) PLAN | JOHNSON CITY TN | 643 | $138.9M | $36K |
| 3 | PENTLAND USA, INC. PENTLAND USA, INC. 401(K) PLAN |
CYPRESS CA |
| 180 |
| $33.5M |
| $15K |
