Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Global Real Estate Securities Portfolio Mutual fund N/A in their Schedule of Assets, totaling $3.9M 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 | R.W. BECKETT CORPORATION R.W. BECKETT PROFIT SHARING AND 401(K) PLAN | NORTH RIDGEVILLE OH | 273 | $38.9M | $2.3M |
| 2 | ARDENT MILLS, LLC ARDENT MILLS, LLC RETIREMENT SAVINGS PLAN (FOR SALARIED EMPLOYEES) | DENVER CO | 2,328 | $295.3M | $969K |
| 3 | CANON MEDICAL INFORMATICS, INC. |
MINNETONKA MN |
| 159 |
| $54.3M |
| $536K |
| 4 | BUCKINGHAM, DOOLITTLE & BURROUGHS BUCKINGHAM, DOOLITTLE & BURROUGHS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AKRON OH | 143 | $57.2M | $126K |
| 5 | FOSBER AMERICA, INC. FOSBER SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 192 | $34.6M | $2K |
