Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Real Estate Securities N/R in their Schedule of Assets, totaling $4.3M 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 | PENN UNITED TECHNOLOGIES, INC. PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN | CABOT PA | 682 | $95.2M | $3.6M |
| 2 | CHRISTENSEN OCONNOR JOHNSON KINDNESS PLLC THE 401(K) PROFIT SHARING PLAN AND TRUST OF CHRISTENSEN OCONNOR JOHNSON KINDNESS PLLC | SEATTLE WA | 93 | $39.5M | $573K |
| 3 | PENN UNITED TECHNOLOGIES, INC. |
SAXONBURG PA |
| 643 |
| $141.2M |
| $88K |
