Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Dfa real estate securities i Mutual funds in their Schedule of Assets, totaling $2.1M 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 | EPPSTEIN UHEN ARCHITECTS, INC. EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 265 | $50.8M | $355K |
| 2 | THE WHEELING CORPORATION WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN | BREWSTER CT | 407 | $42.6M | $343K |
| 3 | HELICAL DRILLING, INC. |
BRAINTREE MA |
| 95 |
| $12.0M |
| $179K |
| 4 | MX TECHNOLOGIES, INC. MX TECHNOLOGIES, INC. 401(K) PLAN | LEHI UT | 436 | $45.9M | $167K |
| 5 | SIMKINS-HALLIN, INC. SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST | BOZEMAN MT | 85 | $10.9M | $166K |
| 6 | CRITICAL ENERGY INFRASTRUCTURE SERVICES, LLC CRITICAL ENERGY INFRASTRUCTURE SERVICES, LLC 401(K) PLAN | ALBUQUERQUE NM | 247 | $11.5M | $122K |
| 7 | AQUAPHOENIX SCIENTIFIC, LLC AQUAPHOENIX SCIENTIFIC 401(K) PLAN | HANOVER PA | 268 | $22.6M | $107K |
| 8 | HEALTH AND LIFE ORGANIZATION INC HALO 401K PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 207 | $7.0M | $100K |
| 9 | TECHSTARS CENTRAL, LLC TECHSTARS 401(K) PLAN | BOULDER CO | 162 | $18.5M | $88K |
| 10 | WESTON INVESTMENT COMPANY, LLC DBA AMERICAN PROPERTY MANAGEMENT AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN | PORTLAND OR | 156 | $11.3M | $79K |
