Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Real Estate Sec in their Schedule of Assets, totaling $65K 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 | CHROMASOURCE, INC. CHROMASOURCE, INC. PROFIT SHARING AND 401(K) PLAN | COLUMBIA CITY IN | 96 | $4.4M | $55K |
| 2 | ATTALA STEEL INDUSTRIES, LLC ATTALA HOLDINGS LLC RETIREMENT PLAN | KOSCIUSKO MS | 114 | $2.5M | $7K |
| 3 | EDSCO FASTENERS, LLC EDSCO FASTENERS, LLC RETIREMENT PLAN |
DENTON TX |
| 261 |
| $3.8M |
| $3K |