Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Real Estate Securities I Mutual funds n/a n/a n/a n/a n/a in their Schedule of Assets, totaling $283K 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 | HARVEY TOOL COMPANY, LLC HARVEY TOOL COMPANY, LLC 401(K) RETIREMENT PLAN | ROWLEY MA | 494 | $36.4M | $283K |
