Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Global Real Estate Securities Portfolio Mutual fund (1) in their Schedule of Assets, totaling $9.4M 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 | HITACHI AMERICA, LTD. HITACHI EMPLOYEE 401(K) RETIREMENT PLAN | RYE BROOK NY | 17,744 | $3.6B | $9.4M |
