Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding DFA Global Real Estate Securities DFA 0 in their Schedule of Assets, totaling $5.9M 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 | 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 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST |
SANTA CLARA CA |
| 79 |
| $7.1M |
| $249K |
| 4 | EASTERN WHOLESALE FENCE, LLC EASTERN WHOLESALE FENCE, LLC 401(K) PLAN | MEDFORD NY | 573 | $17.3M | $225K |
| 5 | AVENU INSIGHTS & ANALYTICS, LLC AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN | CENTREVILLE VA | 620 | $65.1M | $223K |
| 6 | HAYSTACKID, LLC HAYSTACKID, LLC RETIREMENT PLAN | BOSTON MA | 301 | $20.1M | $184K |
| 7 | PROGRESS LEARNING, LLC PROGRESS LEARNING, LLC 401(K) PS PLAN | ATLANTA GA | 79 | $5.2M | $184K |
| 8 | COLUMBIA PACIFIC ADVISORS, LLC THE COLUMBIA PACIFIC 401(K) PLAN | SEATTLE WA | 66 | $14.2M | $169K |
| 9 | HOSPICE & PALLIATIVE CARECENTER HOSPICE & PALLIATIVE CARECENTER 403(B) RETIREMENT PLAN | WINSTON SALEM NC | 352 | $20.2M | $137K |
| 10 | IRG REALTY ADVISORS, LLC IRG REALTY ADVISORS 401(K) PLAN | RICHFIELD OH | 265 | $17.8M | $133K |
