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 Mutual fund in their Schedule of Assets, totaling $923K 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 | POINTCLICKCARE TECHNOLOGIES USA CORP. POINTCLICKCARE TECHNOLOGIES USA CORP. 401(K) PLAN | SOUTH JORDAN UT | 1,062 | $94.0M | $541K |
| 2 | ARDENT MILLS, LLC ARDENT MILLS, LLC PENSION PLAN FOR UNION EMPLOYEES | DENVER CO | 261 | $16.7M | $157K |
| 3 | SSW ADVANCED TECHNOLOGIES, LLC |
LOUISVILLE KY |
| 613 |
| $63.0M |
| $75K |
| 4 | ATLANTA DENTAL SUPPLY COMPANY ATLANTA DENTAL SUPPLY COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST | DULUTH GA | 185 | $18.5M | $63K |
| 5 | PREMIER COOPERATIVE PREMIER COOP 401(K) PLAN | MT. HOREB WI | 305 | $23.1M | $50K |
| 6 | EDGEWORTH ECONOMICS EDGEWORTH ECONOMICS 401(K) PLAN | WASHINGTON DC | 77 | $22.4M | $39K |
