Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding DFA Global Real Estate Securities Port in their Schedule of Assets, totaling $459K 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 | KIMBALL MANAGEMENT KIMBALL MANAGEMENT 401(K) PLAN | SALT LAKE CITY UT | 169 | $7.1M | $92K |
| 2 | SWEDISHAMERICAN HEALTH SYSTEM SWEDISHAMERICAN 401(K) INCENTIVESAVER PLAN | ROCKFORD IL | 63 | $11.6M | $71K |
| 3 | TUBE METHODS, INC. TUBE METHODS, INC./TECH TUBE, INC. 401(K) PLAN |
BRIDGEPORT PA |
| 331 |
| $13.8M |
| $62K |
| 4 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $47K |
| 5 | NATIONAL RARITIES LLC NATIONAL RARITIES LLC 401(K) PLAN | SAINT LOUIS MO | 196 | $2.7M | $40K |
| 6 | ROCKY MOUNTAIN ELK FOUNDATION, INC. ROCKY MOUNTAIN ELK FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN | MISSOULA MT | 145 | $29.8M | $30K |
| 7 | AGILITY ROBOTICS, INC. AGILITY ROBOTICS 401(K) PLAN | SALEM OR | 201 | $14.5M | $27K |
| 8 | NEXT INSURANCE, INC. NEXT INSURANCE 401(K) PLAN | PALO ALTO CA | 529 | $33.8M | $23K |
| 9 | PEOPLE'S COMMUNITY CLINIC PEOPLE'S COMMUNITY CLINIC 403(B) PLAN | AUSTIN TX | 343 | $18.1M | $22K |
| 10 | MEDBRIDGE, INC. MEDBRIDGE, INC. 401(K) PLAN | BELLEVUE WA | 125 | $8.3M | $15K |
