Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Global Real Estate Securities Fund Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | RESMED CORP. RESMED U S 401(K) PLAN | SAN DIEGO CA | 2,761 | $400.6M | $3.2M |
| 2 | PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC,PROFIT SHARING PLAN | MIAMI FL | 140 | $33.3M | $134K |
| 3 | GRAMMARLY, INC. GRAMMARLY, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 797 |
| $58.9M |
| $115K |
| 4 | CAPSTONE GREEN ENERGY, LLC CAPSTONE GREEN ENERGY, LLC 401(K) PLAN | VAN NUYS CA | 97 | $27.4M | $84K |
| 5 | KIPP BAY AREA SCHOOLS KIPP BAY AREA SCHOOLS 401(K) PLAN | OAKLAND CA | 780 | $53.2M | $16K |
| 6 | ORIOL HOLDING INC. ORIOL HOLDING INC. 401(K) PLAN | HOLDEN MA | 269 | $8.0M | $13K |
