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 I " in their Schedule of Assets, totaling $422K 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 | HARTLINE BARGER LLP HARTLINE BARGER LLP 401(K) PROFIT SHARING PLAN | DALLAS TX | 111 | $33.5M | $277K |
| 2 | VADEN HOLDING, INC. VADEN HOLDING, INC. 401(K) PROFIT SHARING PLAN | SAVANNAH GA | 595 | $17.7M | $59K |
| 3 | UNLIMITED CONSTRUCTION SERVICES INC. UNLIMITED CONSTRUCTION SERVICES INC. 401(K) PROFIT SHARING PLAN |
LIHUE HI |
| 139 |
| $14.4M |
| $28K |
| 4 | AUDUBON NATURE INSTITUTE, INC. SECTION 403(B) RETIREMENT PLAN FOR AUDUBON NATURE INSTITUTE, INC. | NEW ORLEANS LA | 484 | $22.7M | $25K |
| 5 | LITHION BATTERY INC. LITHION RETIREMENT PLAN | HENDERSON NV | 288 | $5.3M | $19K |
| 6 | AVED ELECTRONICS, LLC LITHION RETIREMENT PLAN | NORTH BILLERICA MA | 308 | $4.3M | $14K |
