Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Real Estate Sec Mutual Funds in their Schedule of Assets, totaling $824K 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 | CENTER FOR BIOLOGIOCAL DIVERSITY INC CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLAN | TUCSON AZ | 197 | $33.8M | $824K |
