Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA Global Real Estate Securities Portfolio Fund " in their Schedule of Assets, totaling $28.9M 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 | SYENSQO USA LLC SYENSQO USA 401(K)PLAN | LAWRENCE NJ | 6,393 | $1.7B | $15.0M |
| 2 | ESSENTIAL HOLDING AMERICA, LLC SOLVAY US COMPANIES 401(K) PLAN | PRINCETON NJ | 901 | $432.7M | $6.4M |
| 3 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN |
LOS ANGELES CA |
| 922 |
| $404.1M |
| $3.3M |
| 4 | LAND TITLE GUARANTEE COMPANY LAND TITLE GUARANTEE COMPANY 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 575 | $79.7M | $1.7M |
| 5 | D'ARCANGELO & CO., LLP D'ARCANGELO & CO., LLP 401(K) PROFIT SHARING PLAN | ROME NY | 77 | $30.4M | $935K |
| 6 | MERRICK & COMPANY MERRICK & COMPANY 401(K) AND ESOP | GREENWOOD VILLAGE CO | 996 | $207.8M | $893K |
| 7 | JOHNSON HEALTH TECH NORTH AMERICA, INC. JHT 401(K) PLAN | COTTAGE GROVE WI | 1,376 | $86.6M | $513K |
| 8 | COMMUNITY MEMORIAL HOSPITAL COMMUNITY MEMORIAL HOSPITAL, INC. RETIREMENT INCOME PLAN | HAMILTON NY | 75 | $7.5M | $131K |
| 9 | REMARKABLE FOODS, INC. REMARKABLE FOODS, INC. 401(K) PLAN | NEW YORK NY | 2,005 | $23.2M | $27K |
| 10 | FIRST CLASS AIR SUPPORT INC TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 244 | $6.0M | $23K |
