Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding DFA Global Real Estate Sec I in their Schedule of Assets, totaling $6.1M 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 | OREMOR MGMT. AND INVESTMENT CO. OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 1,869 | $93.3M | $892K |
| 2 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $593K |
| 3 | BUPA WORLDWIDE CORPORATION |
PALMETTO BAY FL |
| 82 |
| $21.5M |
| $591K |
| 4 | ZBS PET CARE DBA ALLIANCE ANIMAL ALLIANCE ANIMAL HEALTH 401(K) PLAN | RYE BROOK NY | 2,367 | $42.8M | $409K |
| 5 | XERO, INC. XERO, INC. 401(K) PLAN | DENVER CO | 348 | $39.6M | $301K |
| 6 | KINGSPAN LIGHT & AIR, LLC KINGSPAN LIGHT & AIR 401(K) PLAN | LAKE FOREST IL | 419 | $30.6M | $221K |
| 7 | KINGSPAN HOLDINGS PANELS US INC. KINGSPAN HOLDINGS PANELS US INC. 401(K) PLAN | DELAND FL | 568 | $41.9M | $213K |
| 8 | EDIFICE, INC. EDIFICE, INC. 401(K) PLAN | CHARLOTTE NC | 178 | $26.6M | $209K |
| 9 | CAPITAL CITY FRUIT, INC. CAPITAL CITY FRUIT EMPLOYER PROFIT SHARING PLAN | NORWALK IA | 145 | $14.1M | $177K |
| 10 | CORONIS GLOBAL LLC CORONIS HEALTH EMPLOYEE RETIREMENT SAVINGS PLAN & TRUST | JACKSON MI | 909 | $49.3M | $164K |
