Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding DFA Real Estate Securities Fund Mutual fund in their Schedule of Assets, totaling $11.7M 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 | ILLUMINA, INC. ILLUMINA, INC. 401(K) PLAN | SAN DIEGO CA | 5,088 | $1.1B | $4.6M |
| 2 | SHUTTERFLY, LLC SHUTTERFLY, LLC 401(K) PLAN | SAN JOSE CA | 5,488 | $380.2M | $2.2M |
| 3 | MISSION INTERNAL MEDICAL GROUP, INC MISSION INTERNAL MEDICAL GROUP AMENDED PROFIT SHARING 401(K) PLAN |
MISSION VIEJO CA |
| 148 |
| $141.0M |
| $1.5M |
| 4 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $711K |
| 5 | TKL RESEARCH INC. THE TKL PROFIT SHARING & 401K SAVINGS PLAN | FAIR LAWN NJ | 124 | $18.2M | $499K |
| 6 | SABEY CORPORATION SABEY EMPLOYEES' RETIREMENT PLAN | SEATTLE WA | 271 | $24.9M | $468K |
| 7 | LLOYD & MCDANIEL PLLC LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 220 | $9.2M | $386K |
| 8 | MERRIMACK VALLEY CREDIT UNION MERRIMACK VALLEY CREDIT UNION RETIREMENT SAVINGS PLAN | LAWRENCE MA | 303 | $42.8M | $246K |
| 9 | STRATEGIES 360, INC. STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 66 | $10.2M | $233K |
| 10 | MCCLONE CONSTRUCTION COMPANY, LLC MCCLONE CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN & TRUST | EL DORADO HILLS CA | 173 | $18.8M | $155K |
