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 in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SURVICE ENGINEERING COMPANY SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | BELCAMP MD | 413 | $89.8M | $1.3M |
| 2 | UNIFY CONSULTING LLC UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST | KIRKLAND WA | 423 | $55.6M | $599K |
| 3 | EDGIO, INC. EDGIO, INC 401(K) PLAN |
TEMPE AZ |
| 468 |
| $67.0M |
| $229K |
| 4 | THE DENVER CENTER FOR THE PERFORMING ARTS THE DENVER CENTER FOR THE PERFORMING ARTS 401(K) PLAN | DENVER CO | 212 | $17.9M | $136K |
| 5 | LIBERTY COMMUNICATIONS OF PUERTO RICO LLC LIBERTY PR MOBILITY 401K SAVINGS PLAN | DENVER CO | 968 | $52.6M | $121K |
| 6 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $91K |
| 7 | HARDIN COUNTY REGIONAL HEALTH CENTER, INC. HARDIN COUNTY REGIONAL HEALTH CENTER 403(B) PLAN | SAVANNAH TN | 170 | $11.5M | $87K |
| 8 | BARNES & NOBLE, INC. BARNES & NOBLE 401(K) PLAN | WESTBURY NY | 13,045 | $789.9M | $70K |
| 9 | SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. 401(K) PLAN | MISHAWAKA IN | 504 | $94.7M | $18K |
| 10 | ZAXBY'S FRANCHISING LLC ZAXBY'S FRANCHISING, LLC 401(K) PLAN | ATHENS GA | 4,894 | $22.5M | $9K |