Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding DFA Real Estate Secs I Fd in their Schedule of Assets, totaling $5.3M 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 | 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 | HOWARD MILLER COMPANY HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN |
ZEELAND MI |
| 181 |
| $22.1M |
| $767K |
| 4 | THE HANOR COMPANY OF WISCONSIN, LLC THE HANOR COMPANY OF WISCONSIN, LLC 401(K) PLAN | ENID OK | 542 | $19.6M | $637K |
| 5 | MARSH, BERRY, AND COMPANY, LLC MARSH, BERRY, AND COMPANY, LLC 401(K) PROFIT SHARING PLAN | WOODMERE OH | 206 | $34.5M | $469K |
| 6 | VINE DINING ENTERPRISES, INC. VINE HOSPITALITY 401(K) PLAN | SAN JOSE CA | 320 | $2.1M | $193K |
| 7 | PEOPLES FINANCIAL CORPORATION PEOPLES FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | BILOXI MS | 127 | $25.8M | $171K |
| 8 | LITTLETON COIN COMPANY, INC. LITTLETON COIN COMPANY, INC. EMPLOYEE RETIREMENT PLAN | LITTLETON NH | 210 | $29.0M | $117K |
| 9 | GOLDENWEST DIAMOND CORPORATION GOLDENWEST DIAMOND CORPORATION 401(K) PLAN | TUSTIN CA | 167 | $8.7M | $109K |
| 10 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $108K |
