Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Real Estate Securities I Fund " in their Schedule of Assets, totaling $487K 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 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $249K |
| 2 | UWHARRIE CAPITAL CORP UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN | ALBEMARLE NC | 190 | $32.1M | $59K |
| 3 | PRO*ACT, LLC PRO*ACT, LLC 401(K) PLAN |
MONTEREY CA |
| 82 |
| $9.4M |
| $43K |
| 4 | THE LOVE COMPANIES THE LOVE COMPANIES 401(K) PLAN | SAINT LOUIS MO | 1,208 | $18.6M | $25K |
| 5 | ST. ANNE'S CREDIT UNION ST. ANNE'S CREDIT UNION 401(K) RETIREMENT PLAN | FALL RIVER MA | 139 | $16.0M | $24K |
| 6 | SILVERSTONE BY HUNT TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT | NASHUA NH | 97 | $6.3M | $24K |
| 7 | LAKESIDE SOFTWARE, LLC LAKESIDE SOFTWARE 401(K) PLAN | BOSTON MA | 131 | $13.1M | $23K |
| 8 | ASCEND ONE CORPORATION ASCEND ONE CORPORATION | COLUMBIA MD | 84 | $13.1M | $21K |
| 9 | JSL TECHNOLOGIES INC JSL TECHNOLOGIES, INC PROFIT SHARING PLAN | OXNARD CA | 193 | $10.5M | $12K |
| 10 | ODYSSEY US LLC ODYSSEY US LLC 401(K) PLAN | UNIVERSITY PARK IL | 115 | $8.4M | $6K |
