Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding DFA Real Estate Securities I Fund " in their Schedule of Assets, totaling $688K 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 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $249K |
| 2 | CARROLLWOOD DAY SCHOOL CARROLLWOOD DAY SCHOOL 401K PROFIT SHARING PLAN | TAMPA FL | 257 | $14.5M | $91K |
| 3 | CAPE ASSOCIATES, INC. CAPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
EASTHAM MA |
| 120 |
| $8.3M |
| $91K |
| 4 | UWHARRIE CAPITAL CORP UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN | ALBEMARLE NC | 190 | $32.1M | $59K |
| 5 | PRO*ACT, LLC PRO*ACT, LLC 401(K) PLAN | MONTEREY CA | 82 | $9.4M | $43K |
| 6 | THE LOVE COMPANIES THE LOVE COMPANIES 401(K) PLAN | SAINT LOUIS MO | 1,208 | $18.6M | $25K |
| 7 | ST. ANNE'S CREDIT UNION ST. ANNE'S CREDIT UNION 401(K) RETIREMENT PLAN | FALL RIVER MA | 139 | $16.0M | $24K |
| 8 | SILVERSTONE BY HUNT TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT | NASHUA NH | 97 | $6.3M | $24K |
| 9 | LAKESIDE SOFTWARE, LLC LAKESIDE SOFTWARE 401(K) PLAN | BOSTON MA | 131 | $13.1M | $23K |
| 10 | ASCEND ONE CORPORATION ASCEND ONE CORPORATION | COLUMBIA MD | 84 | $13.1M | $21K |
