Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Real Estate Securities Fund I in their Schedule of Assets, totaling $15.2M 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 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $14.7M |
| 2 | ARMSTRONG INTERNATIONAL, INC. ARMSTRONG INTERNATIONAL, INC. EMPLOYEES' 401K PLAN | THREE RIVERS MI | 459 | $69.0M | $525K |
| 3 | BROADCASTMED, INC. BROADCASTMED 401(K) PLAN |
FARMINGTON CT |
| 239 |
| $15.9M |
| $39K |
| 4 | GREENSLATE LLC GREENSLATE LLC 401(K) PLAN | DELHI NY | 162 | $8.8M | $18K |
