Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Real Estate Securities I Mutual fund N/A in their Schedule of Assets, totaling $1.2M 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 | THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY OH | 150 | $37.0M | $371K |
| 2 | MT. OGDEN EYE CENTER, LLC MT. OGDEN EYE CENTER, LLC PROFIT SHARING 401(K) PLAN | OGDEN UT | 165 | $10.2M | $318K |
| 3 | THE BOYER COMPANY, L.C. |
SALT LAKE CITY UT |
| 147 |
| $20.6M |
| $173K |
| 4 | SOUTHERNCARLSON, INC. KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN | OMAHA NE | 1,503 | $93.1M | $126K |
| 5 | HILLS & DALES GENERAL HOSPITAL HILLS AND DALES GENERAL HOSPITAL, INC. TAX DEFERRED RETIREMENT SAVINGS PLAN | CASS CITY MI | 492 | $17.9M | $59K |
| 6 | RANCH AND HOME SUPPLY, LLC RANCH AND HOME SUPPLY, LLC 401(K) PLAN | BOZEMAN MT | 1,841 | $40.9M | $56K |
| 7 | THE FRANKLIN GROUP, INC. FRANKLIN BUILDING SUPPLY 401(K) PROFIT SHARING PLAN | BOISE ID | 623 | $17.9M | $44K |
| 8 | STALEY STEELE LLC STALEY STEEL AND BLUDAU FABRICATION RETIREMENT PLAN | PILOT POINT TX | 153 | $9.0M | $5K |
