Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Global Real Estate Securities Registered Investment Company in their Schedule of Assets, totaling $6.4M 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 | TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 480 | $171.8M | $2.2M |
| 2 | MOORE, COLSON & COMPANY, P.C. MOORE, COLSON & CO., P.C. 401(K) & P/S PLAN | ATLANTA GA | 171 | $31.5M | $1.3M |
| 3 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN |
WESTWOOD NJ |
| 215 |
| $38.0M |
| $1.1M |
| 4 | FIGMA, INC. FIGMA, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,266 | $100.9M | $639K |
| 5 | HORROCKS ENGINEERS, INC. HORROCKS ENGINEERS 401(K) PLAN | PLEASANT GROVE UT | 937 | $72.9M | $574K |
| 6 | HAWKINS ASH CPAS, LLP HAWKINS ASH CPAS, LLP RETIREMENT PLAN | LA CROSSE WI | 215 | $34.1M | $237K |
| 7 | SHOPRUNNER, INC. SHOPRUNNER, INC. RETIREMENT PLAN | CHICAGO IL | 129 | $14.9M | $183K |
| 8 | FEDEX DATAWORKS, INC. SHOPRUNNER, INC. RETIREMENT PLAN | MEMPHIS TN | 114 | $15.8M | $121K |
| 9 | SQUIRE & COMPANY, PC 401(K) PLAN SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 153 | $36.2M | $37K |
| 10 | NEPTUNE AVIATION SERVICES INC. NEPTUNE AVIATION SAVINGS AND INVESTMENT PLAN | MISSOULA MT | 202 | $28.7M | $15K |
