Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding DFA Global Real Estate Securities DFA 0 in their Schedule of Assets, totaling $5.8M 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 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $1.8M |
| 2 | DYNAMIC DIES, INC. THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUST | HOLLAND OH | 150 | $18.3M | $778K |
| 3 | EASTERN WHOLESALE FENCE, LLC EASTERN WHOLESALE FENCE, LLC 401(K) PLAN |
MEDFORD NY |
| 573 |
| $17.3M |
| $225K |
| 4 | AVENU INSIGHTS & ANALYTICS, LLC AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN | CENTREVILLE VA | 620 | $65.1M | $223K |
| 5 | HAYSTACKID, LLC HAYSTACKID, LLC RETIREMENT PLAN | BOSTON MA | 301 | $20.1M | $184K |
| 6 | PROGRESS LEARNING, LLC PROGRESS LEARNING, LLC 401(K) PS PLAN | ATLANTA GA | 79 | $5.2M | $184K |
| 7 | COLUMBIA PACIFIC ADVISORS, LLC THE COLUMBIA PACIFIC 401(K) PLAN | SEATTLE WA | 66 | $14.2M | $169K |
| 8 | HOSPICE & PALLIATIVE CARECENTER HOSPICE & PALLIATIVE CARECENTER 403(B) RETIREMENT PLAN | WINSTON SALEM NC | 352 | $20.2M | $137K |
| 9 | IRG REALTY ADVISORS, LLC IRG REALTY ADVISORS 401(K) PLAN | RICHFIELD OH | 265 | $17.8M | $133K |
| 10 | BEYOND LIMITS, INC. BEYOND LIMITS, INC. 401(K) PLAN | GLENDALE CA | 168 | $17.0M | $132K |
