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 Registered investment company in their Schedule of Assets, totaling $47.5M 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 | MILLIMAN MILLIMAN PROFIT SHARING AND RETIREMENT PLAN | SEATTLE WA | 3,598 | $2.1B | $32.7M |
| 2 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $8.3M |
| 3 | IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK |
| 7,788 |
| $1.6B |
| $3.4M |
| 4 | SIRIUS RE HOLDINGS SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 684 | $90.5M | $1.0M |
| 5 | AMKOR TECHNOLOGY, INC. AMKOR TECHNOLOGY, INC. 401(K) PLAN | TEMPE AZ | 392 | $222.9M | $792K |
| 6 | WHEELS, LLC WHEELS, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 1,976 | $269.5M | $713K |
| 7 | TRANSGROUP EXPRESS, LLC TRANSGROUP 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 665 | $28.3M | $219K |
| 8 | INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA CA | 107 | $5.2M | $106K |
| 9 | COPELAND, STAIR, VALZ & LOVELL, LLP COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN | ATLANTA GA | 78 | $19.7M | $89K |
| 10 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $50K |
