Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Real Estate Sec in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,799 | $403.5M | $2.8M |
| 2 | POYNER SPRUILL LLP POYNER SPRUILL LLP SAVINGS AND RETIREMENT PLAN | RALEIGH NC | 171 | $71.8M | $1.6M |
| 3 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN |
FARMERS BRANCH TX |
| 1,273 |
| $57.5M |
| $506K |
