Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Real Estate Securities I Mutual fund (1) in their Schedule of Assets, totaling $211K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COTTER CONSULTING, INC. COTTER CONSULTING, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 124 | $18.9M | $145K |
| 2 | ZEUS FIRE AND SECURITY LLC ZEUS FIRE & SECURITY RETIREMENT PLAN | PAOLI PA | 674 | $24.2M | $66K |