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 Securites Mutual Fund in their Schedule of Assets, totaling $217K 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 | UNION PARTNERS I LLC UNION PARTNERS I LLC 401(K) SAVING PLAN | OAK BROOK IL | 513 | $42.5M | $201K |
| 2 | CROOKER CONSTRUCTION, L.L.C. CROOKER CONSTRUCTION, L.L.C. 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 167 | $15.6M | $17K |
