Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Global Real Estate Registered investment company in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAPO COMMUNITY CREDIT UNION HAPO COMMUNITY CREDIT UNION EMPLOYEE INVESTMENT PLAN | RICHLAND WA | 514 | $29.7M | $1.1M |
| 2 | MILES PARTNERSHIP LLC MILES PARTNERSHIP LLC 401(K)PLAN | SARASOTA FL | 379 | $37.2M | $280K |
