Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding DFA Global Real Estate Securities Portfolio Mutual fund - in their Schedule of Assets, totaling $15.2M 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 | TOTALENERGIES FINANCE USA, INC TOTALENERGIES FINANCE USA, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,475 | $788.4M | $2.5M |
| 2 | STINSON LLP STINSON LLP RETIREMENT PLAN | KANSAS CITY MO | 884 | $613.5M | $2.3M |
| 3 | PATH PATH PROFIT SHARING 401(K) INCENTIVE PLAN |
SEATTLE WA |
| 532 |
| $300.8M |
| $1.7M |
| 4 | MUSARUBRA US, LLC MUSARUBRA US, LLC 401(K) PLAN | PLANO TX | 1,297 | $251.0M | $1.3M |
| 5 | ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC 401K PLAN | GREEN BAY WI | 193 | $33.2M | $1.1M |
| 6 | BARGREEN-ELLINGSON, INC. BARGREEN-ELLINGSON, INC. 401(K) PLAN | TACOMA WA | 709 | $61.3M | $1.1M |
| 7 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $937K |
| 8 | INTERTAPE POLYMER CORP. IPC GROUP 401(K) PLAN | SARASOTA FL | 2,011 | $216.2M | $640K |
| 9 | DNOW L.P. NOW INC. 401(K) AND RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,505 | $202.8M | $594K |
| 10 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $527K |
