Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Global Real Estate Securities Mutual fund n/a in their Schedule of Assets, totaling $417K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN | REDMOND WA | 113 | $17.4M | $196K |
| 2 | SBC, INC. SBC 401(K) PLAN AND TRUST | BOZEMAN MT | 98 | $12.7M | $122K |
| 3 | SOLUTION SERVICES, INC. SOLUTION SERVICES, INC. 401(K) SAVINGS & RETIREMENT PLAN |
AMERICAN FORK UT |
| 365 |
| $9.0M |
| $62K |
| 4 | BOB BROWN CHEVROLET, INC. BOB BROWN CHEVROLET, INC. PROFIT SHARING PLAN | URBANDALE IA | 262 | $16.6M | $35K |
| 5 | ADVANCED LUBRICATION SPECIALTIES INC. ADVANCED LUBRICATION SPECIALTIES 401(K) PLAN | BENSALEM PA | 125 | $15.5M | $2K |
