Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 90 U.S. retirement plans report holding Dfa Real Estate Securities I Mutual fund in their Schedule of Assets, totaling $15.6M 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 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $1.3M |
| 2 | TALOS ENERGY OPERATING COMPANY LLC TALOS ENERGY 401(K) PLAN | HOUSTON TX | 691 | $172.2M | $1.1M |
| 3 | DURAVANT LLC DURAVANT 401(K) PLAN |
| 1,790 |
| $162.9M |
| $738K |
| 4 | COMMUNITY CARE PHYSICIANS PLLC CCP 401(K) RETIREMENT SAVINGS PLAN | LATHAM NY | 1,837 | $353.7M | $696K |
| 5 | INTELLIGENESIS LLC INTELLIGENESIS 401(K) PLAN | COLUMBIA MD | 158 | $35.4M | $522K |
| 6 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 657 | $46.8M | $513K |
| 7 | PERSONIFY CORPORATION PERSONIFY CORPORATION 401(K) PLAN | AUSTIN TX | 176 | $28.5M | $482K |
| 8 | MORONGO BAND OF MISSION INDIANS MORONGO BAND OF MISSION INDIANS 401(K) RETIREMENT PLAN | BANNING CA | 2,419 | $84.7M | $464K |
| 9 | MOTIVE TECHNOLOGIES INC. MOTIVE TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 927 | $62.2M | $453K |
| 10 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $414K |
