Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Dfa Real Est Sec I Mutual Fund in their Schedule of Assets, totaling $5.3M 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 | PWP EMPLOYER LP PWP 401(K) PLAN | NEW YORK NY | 487 | $147.0M | $1.7M |
| 2 | DIASORIN INC. DIASORIN 401(K) PLAN | AUSTIN TX | 1,559 | $317.5M | $1.4M |
| 3 | SINGERLEWAK LLP SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA |
| 514 |
| $92.5M |
| $431K |
| 4 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 802 | $185.5M | $397K |
| 5 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 804 | $148.7M | $356K |
| 6 | BISHOP EMPLOYEE COMPANY LLC BISHOP EMPLOYEE COMPANY LLC 401(K) PLAN | HOUSTON TX | 832 | $42.2M | $194K |
| 7 | SAM DONG AMERICA, INC. SAM DONG AMERICA 401(K) PLAN | DELAWARE OH | 223 | $7.2M | $158K |
| 8 | BISHOP LIFTING PRODUCTS, INC. BLP, INC. 401(K) PLAN | HOUSTON TX | 865 | $37.1M | $134K |
| 9 | SNYDER LANGSTON HOLDINGS, LLC SNYDER LANGSTON RETIREMENT AND DEFERRED SAVINGS PLAN | IRVINE CA | 152 | $32.5M | $122K |
| 10 | ORIGIS USA, LLC ORIGIS USA 401K PLAN | MIAMI FL | 279 | $17.2M | $108K |
