Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Real Estate Sec I in their Schedule of Assets, totaling $687K 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 | WPROMOTE LLC WPROMOTE LLC 401K PLAN | EL SEGUNDO CA | 726 | $45.5M | $517K |
| 2 | OSP, LLC OSP LLC 401K PLAN TRUST | EDINA MN | 213 | $21.2M | $89K |
| 3 | S. C. STATE FEDERAL CREDIT UNION S. C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
| 241 |
| $19.7M |
| $62K |
| 4 | ACTIVE POWER, INC. ACTIVE POWER, INC. 401K PLAN | AUSTIN TX | 86 | $11.3M | $10K |
| 5 | ACUITY INTERNATIONAL, LLC ACUITY INTERNATIONAL RETIREMENT PLAN | RESTON VA | 1,554 | $117.3M | $9K |