Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dfa Global Real Estate Sec Mutual fund in their Schedule of Assets, totaling $12.4M 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 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $8.6M |
| 2 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $1.5M |
| 3 | CORNERSTONE RESEARCH, INC. |
BOSTON MA |
| 938 |
| $346.4M |
| $664K |
| 4 | INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN WA | 527 | $144.0M | $632K |
| 5 | PERRY ELLIS SHARED SERVICES LLC PERRY ELLIS SHARED SERVICES LLC 401(K) PLAN | MIAMI FL | 1,365 | $98.0M | $596K |
| 6 | KOKOSING CONSTRUCTION COMPANY, INC. KOKOSING CONSTRUCTION COMPANY, INC. UNION 401 (K) PLAN | FREDERICKTOWN OH | 1,746 | $18.3M | $177K |
| 7 | CORNA KOKOSING CONSTRUCTION COMPANY CORNA KOKOSING 401(K) PROFIT SHARING PLAN | WESTERVILLE OH | 366 | $40.3M | $170K |