Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding DFA Global Real Estate Securities Port " in their Schedule of Assets, totaling $566K 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 | KIMBALL MANAGEMENT KIMBALL MANAGEMENT 401(K) PLAN | SALT LAKE CITY UT | 169 | $7.1M | $92K |
| 2 | MM HOTEL MANAGEMENT, LLC DBA GARDEN CITY HOTEL MM HOTEL MANAGEMENT, LLC DBA GARDEN CITY HOTEL 401(K) PLAN | GARDEN CITY NY | 293 | $8.2M | $90K |
| 3 | SWEDISHAMERICAN HEALTH SYSTEM |
ROCKFORD IL |
| 63 |
| $11.6M |
| $71K |
| 4 | TUBE METHODS, INC. TUBE METHODS, INC./TECH TUBE, INC. 401(K) PLAN | BRIDGEPORT PA | 331 | $13.8M | $62K |
| 5 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $47K |
| 6 | NATIONAL RARITIES LLC NATIONAL RARITIES LLC 401(K) PLAN | SAINT LOUIS MO | 196 | $2.7M | $40K |
| 7 | ROCKY MOUNTAIN ELK FOUNDATION, INC. ROCKY MOUNTAIN ELK FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN | MISSOULA MT | 145 | $29.8M | $30K |
| 8 | AGILITY ROBOTICS, INC. AGILITY ROBOTICS 401(K) PLAN | SALEM OR | 201 | $14.5M | $27K |
| 9 | NEXT INSURANCE, INC. NEXT INSURANCE 401(K) PLAN | PALO ALTO CA | 529 | $33.8M | $23K |
| 10 | PEOPLE'S COMMUNITY CLINIC PEOPLE'S COMMUNITY CLINIC 403(B) PLAN | AUSTIN TX | 343 | $18.1M | $22K |
