Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA REAL EST SEC I in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | P&C GROUP 1, INC. P & C GROUP DEFERRED SAVINGS PLAN | FARMINGTON HILLS MI | 1,464 | $47.0M | $1.2M |
| 2 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN | WALNUT CREEK CA | 1,484 | $214.6M | $369K |
| 3 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN |
TAMPA FL |
| 1,268 |
| $123.0M |
| $346K |
| 4 | BASIS GLOBAL TECHNOLOGIES, INC. BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 708 | $98.4M | $326K |
| 5 | A. J. LETIZIO SALES & MARKETING, INC. A. J. LETIZIO SALES & MARKETING, INC. 401(K) PLAN | WINDHAM NH | 128 | $16.8M | $166K |
| 6 | SOFTSERVE, INC. SOFTSERVE, INC. 401(K) PLAN | FORT MYERS FL | 285 | $25.9M | $166K |
| 7 | CALLAHAN, INC. THE CALLAHAN COMPANIES 401(K) SAVINGS PLAN | BRIDGEWATER MA | 192 | $25.2M | $164K |
| 8 | DOMINO REALTY MANAGEMENT CO, INC. DOMINO REALTY MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BEVERLY HILLS CA | 95 | $12.0M | $142K |
| 9 | WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL, INC. WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC. RETIREMENT PLAN | INDEPENDENCE WI | 169 | $11.4M | $21K |
| 10 | IVENTURE SOLUTIONS, INC. IVENTURE SOLUTIONS, INC. 401K P/S PLAN | JACKSONVILLE FL | 177 | $11.7M | $8K |
