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 Mutual Funds in their Schedule of Assets, totaling $1.6M 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 | EMPLOYSHARE, INC. EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN | BEAVER FALLS PA | 671 | $78.0M | $936K |
| 2 | SIMKINS-HALLIN, INC. SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST | BOZEMAN MT | 85 | $10.9M | $263K |
| 3 | CUSHING TERRELL CUSHING TERRELL 401(K) RETIREMENT PLAN |
BILLINGS MT |
| 497 |
| $91.6M |
| $210K |
| 4 | MX TECHNOLOGIES, INC. MX TECHNOLOGIES, INC. 401(K) PLAN | LEHI UT | 436 | $45.9M | $112K |
| 5 | KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 394 | $45.0M | $78K |
| 6 | FLATTER, INC. FLATTER, INC. 401(K) PLAN | FREDERICKSBURG VA | 97 | $6.9M | $12K |
