Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Real Est Sec I Mutual Fund Shares in their Schedule of Assets, totaling $627K 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 | KHAN ACADEMY, INC. KHAN ACADEMY, INC. 401(K) SAFE HARBOR PLAN | MOUNTAIN VIEW CA | 302 | $41.4M | $627K |
