Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Real Estate Securities I Fund Mutual fund in their Schedule of Assets, totaling $1.1M 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 | FRONTAPP, INC. FRONT 401(K) PLAN | SAN FRANCISCO CA | 221 | $17.4M | $917K |
| 2 | ENSEMBLE SERVICES, LLC ENSEMBLE SERVICES LLC 401(K) AND PROFIT SHARING PLAN AND TRUST | PHOENIX AZ | 185 | $9.6M | $80K |
| 3 | ALPIN HAUS SKI SHOP, INC ALPIN HAUS SKI SHOP, INC. 401(K) PROFIT SHARING PLAN |
AMSTERDAM NY |
| 141 |
| $11.6M |
| $49K |
| 4 | DOUG VEERKAMP GENERAL ENGINEERING, INC. DOUG VEERKAMP GENERAL ENGINEERING, INC. 401(K) PLAN | CAMERON PARK CA | 180 | $27.6M | $37K |
| 5 | REVOLUTION TECHNOLOGIES, LLC REVOLUTION TECHNOLOGIES 401(K) PLAN | MELBOURNE FL | 244 | $5.8M | $36K |
