Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding DFA Real Estate Secs I Fd in their Schedule of Assets, totaling $4.2M 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 | CHRISTIAN LIVING SERVICES HOLLAND HOME TAX DEFERRED ANNUITY RETIREMENT PLAN | GRAND RAPIDS MI | 1,488 | $45.8M | $1.4M |
| 2 | CONTENTSTACK INC. CONTENTSTACK INC. 401(K) PLAN | SAN FRANCISCO CA | 132 | $8.3M | $1.1M |
| 3 | THE HANOR COMPANY OF WISCONSIN, LLC THE HANOR COMPANY OF WISCONSIN, LLC 401(K) PLAN |
ENID OK |
| 542 |
| $19.6M |
| $637K |
| 4 | MARSH, BERRY, AND COMPANY, LLC MARSH, BERRY, AND COMPANY, LLC 401(K) PROFIT SHARING PLAN | WOODMERE OH | 206 | $34.5M | $469K |
| 5 | VINE DINING ENTERPRISES, INC. VINE HOSPITALITY 401(K) PLAN | SAN JOSE CA | 320 | $2.1M | $193K |
| 6 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $108K |
| 7 | NATIONS RELIABEL LENDING, LLC NATIONAL RELIABLE LENDING LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 524 | $10.2M | $75K |
| 8 | GREENWOOD GENETIC CENTER, INC. 403(B) THRIFT PLAN FOR GREENWOOD GENETIC CENTER | GREENWOOD SC | 195 | $38.0M | $50K |
| 9 | MAASS CORPORATION SPC OLIVER'S MARKET 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 662 | $31.2M | $50K |
| 10 | SBE2, LLC SBE2 401K PLAN | MORGAN CITY LA | 295 | $7.5M | $21K |
