Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Global Real Estate Secs. Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | WESTERN DENTAL SERVICES, INC. WESTERN DENTAL SERVICES, INC. 401(K) PLAN | ORANGE CA | 6,152 | $153.9M | $3.3M |
| 2 | COUGHLIN PORTER LUNDEEN COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 77 | $45.5M | $985K |
