Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Global Real Estate Securities Fund " in their Schedule of Assets, totaling $5.5M 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 | HM.CLAUSE, INC. HM.CLAUSE, INC. 401(K) RETIREMENT PLAN | DAVIS CA | 719 | $102.0M | $3.3M |
| 2 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 442 | $133.6M | $747K |
| 3 | CHERVON NORTH AMERICA, INC. CHERVON NORTH AMERICA, INC. 401(K) PLAN |
NAPERVILLE IL |
| 238 |
| $27.7M |
| $709K |
| 4 | DIRECT CONNECT GROUP, LLC DCG ONE, LLC RETIREMENT SAVINGS PLAN | SEATTLE WA | 452 | $41.7M | $524K |
| 5 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $145K |
| 6 | THE FIRST FINANCIAL FEDERAL CREDIT UNION THE FIRST FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PASADENA CA | 126 | $28.0M | $79K |
| 7 | ARCADIA CHAIR COMPANY ARCADIA CHAIR COMPANY 401(K) PROFIT SHARING PLAN | LA PALMA CA | 207 | $6.1M | $19K |
| 8 | BOSTON SYMPHONY ORCHESTRA, INC. TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. | BOSTON MA | 202 | $36.9M | $15K |
| 9 | QHCCS, LLC QUORUM HEALTH BARSTOW COMMUNITY HOSPITAL STANDARD 401(K) PLAN | BRENTWOOD TN | 95 | $5.2M | $7K |
