Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Global Real Estate Sc I Fd in their Schedule of Assets, totaling $12.3M 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 | HABITAT FOR HUMANITY INTERNATIONAL, INC. HABITAT FOR HUMANITY 403(B) PLAN | AMERICUS GA | 653 | $94.1M | $10.5M |
| 2 | FELLOWSHIP OF CHRISTIAN ATHLETES FELLOWSHIP OF CHRISTIAN ATHLETES RETIREMENT/401(K) PLAN | KANSAS CITY MO | 3,144 | $118.1M | $1.3M |
| 3 | THE SPIRATEX COMPANY |
ROMULUS MI |
| 122 |
| $30.2M |
| $263K |
| 4 | KIRK NATIONALEASE ADMINISTRATION COMPANY KIRK NATIONALEASE CO. 401(K) PROFIT SHARING PLAN | SIDNEY OH | 174 | $6.0M | $150K |
| 5 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $64K |
| 6 | ONERORX, INC. ONERORX, INC. 401(K) PLAN | WEST DES MOINES IA | 641 | $18.4M | $59K |
| 7 | JOE GIBBS RACING, LLC JOE GIBBS RACING 401(K) SAVINGS PLAN | HUNTERSVILLE NC | 479 | $80.8M | $49K |
| 8 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 1,121 | $37.2M | $3K |
| 9 | PIEDMONT ACCESS TO HEALTH SERVICES, INC. PIEDMONT ACCESS TO HEALTH SERVICES, INC. 403(B) PLAN | DANVILLE VA | 335 | $9.3M | $501 |
