Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dfa Real Estate Secs I Fd Mutual Fund in their Schedule of Assets, totaling $123K 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 | SOUTH EVERSON LUMBER COMPANY INC. SOUTH EVERSON LUMBER COMPANY INC. 401(K) SAVINGS PLAN | EVERSON WA | 115 | $5.8M | $99K |
| 2 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $24K |