Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA GLOBAL REAL ESTATE SEC Registered Investment Company in their Schedule of Assets, totaling $27.7M 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 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $8.6M |
| 2 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $5.5M |
| 3 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN |
PHILADELPHIA PA |
| 1,277 |
| $411.9M |
| $4.1M |
| 4 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN | PHILADELPHIA PA | 455 | $338.0M | $3.0M |
| 5 | KRAFTCPAS PLLC KRAFTCPAS PLLC RETIREMENT SAVINGS PLAN | NASHVILLE TN | 210 | $36.9M | $1.4M |
| 6 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $1.4M |
| 7 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $1.1M |
| 8 | CBC COMPANIES, INC. CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | COLUMBUS OH | 632 | $169.0M | $970K |
| 9 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $851K |
| 10 | W.G. TOMKO, INCORPORATED W.G. TOMKO, INCORPORATED PROFIT SHARING PLAN | FINLEYVILLE PA | 118 | $18.8M | $289K |
