Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Dfa Global Real Estate Securities Mutual Fund in their Schedule of Assets, totaling $11.1M 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 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $1.8M |
| 2 | WELBILT, INC. WELBILT PENSION PLAN | NEW PORT RICHEY FL | 81 | $31.2M | $1.2M |
| 3 | ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN |
ROCKFORD IL |
| 106 |
| $26.6M |
| $1.1M |
| 4 | BAYPORT POLYMERS LLC BAYPORT POLYMERS LLC 401(K) SAVINGS PLAN | PASADENA TX | 277 | $69.8M | $933K |
| 5 | OSI SYSTEMS, INC. OSI SYSTEMS, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 1,920 | $269.8M | $900K |
| 6 | PRYOR CASHMAN LLP PRYOR CASHMAN LLP RETIREMENT PLAN | NEW YORK NY | 248 | $160.6M | $572K |
| 7 | PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN | COLCHESTER VT | 215 | $14.3M | $533K |
| 8 | THE BOSWORTH COMPANY THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN | MIDLAND TX | 256 | $21.3M | $467K |
| 9 | INDEPENDENT CAN COMPANY INDEPENDENT CAN COMPANY RETIREMENT PLAN | BELCAMP MD | 334 | $40.1M | $437K |
| 10 | SAN FRANCISCO BALLET ASSOCIATION SAN FRANCISCO BALLET AGMA 403(B) PLAN | SAN FRANCISCO CA | 40 | $16.8M | $309K |
