Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding DFA Global Real estate Securities in their Schedule of Assets, totaling $6.8M 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 | GREATER BALTIMORE MEDICAL CENTER, INC. GBMC, INC. VOLUNTARY 403(B) PLAN | BALTIMORE MD | 4,340 | $292.3M | $1.8M |
| 2 | GREATER BALTIMORE MEDICAL CENTER, INC. GBMC, INC. 401(A) DEFINED CONTRIBUTION PLAN | BALTIMORE MD | 4,214 | $131.9M | $978K |
| 3 | SUPPLYCORE INC. SUPPLYCORE INC. 401(K) PROFIT SHARING PLAN |
ROCKFORD IL |
| 164 |
| $16.1M |
| $554K |
| 4 | JACKSON THORNTON & CO., P.C. JACKSON THORNTON & CO., P.C. 401(K) PLAN | MONTGOMERY AL | 239 | $119.9M | $450K |
| 5 | BLUE TRUST INC. BLUE TRUST INC. RETIREMENT PLAN | ALPHARETTA GA | 465 | $36.3M | $434K |
| 6 | CHARLES L. CRANE AGENCY COMPANY CHARLES L. CRANE AGENCY COMPANY 401(K) PLAN | CHESTERFIELD MO | 231 | $47.7M | $412K |
| 7 | NRP INVESTMENTS LLC NRP INVESTMENTS LLC 401(K) SAVINGS PLAN | CLEVELAND OH | 823 | $43.4M | $384K |
| 8 | DAILYPAY, INC. DAILYPAY, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 710 | $41.5M | $258K |
| 9 | MARHOFER CHEVROLET INC. RON MARHOFER AUTO FAMILY 401(K) PLAN | STOW OH | 292 | $9.1M | $241K |
| 10 | V.E.C (USA), INC. VAN EERDEN SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 618 | $40.4M | $232K |
