Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Real Estate Securities I Pooled separate account - in their Schedule of Assets, totaling $673K 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 | BAUCOM'S NURSERY COMPANY BAUCOM'S NURSERY COMPANY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 121 | $4.7M | $216K |
| 2 | THE WEST OAKLAND HEALTH COUNCIL THE WEST OAKLAND HEALTH COUNCIL RETIREMENT SAVINGS PLAN | OAKLAND CA | 115 | $6.6M | $110K |
| 3 | MAPLE DONUTS, INC. |
YORK PA |
| 371 |
| $10.6M |
| $73K |
| 4 | PATTEN GP, LLC PATTEN TITLE COMPANIES RETIREMENT PLAN | HOUSTON TX | 117 | $5.8M | $66K |
| 5 | WESTERN HOME SERVICES WESTERN HOME EMPLOYEES RETIREMENT PLAN | CEDAR FALLS IA | 840 | $16.6M | $45K |
| 6 | SAMSON ELECTRIC, INC. SAMSON ELECTRIC, INC. PROFIT SHARING PLAN AND TRUST | FAIRBANKS AK | 102 | $22.6M | $45K |
| 7 | DIGINEER, INC. DIGINEER, INC. 401(K) PLAN | PLYMOUTH MN | 84 | $7.4M | $36K |
| 8 | SPRINGHILL MEDICAL SERVICES INC. SPRINGHILL MEDICAL SERVICES INC. 401K SAVINGS PLAN | SPRINGHILL LA | 188 | $16.2M | $30K |
| 9 | AGRICULTURAL BANK OF CHINA 401(K) PLAN AGRICULTURAL BANK OF CHINA 401(K) PLAN | NEW YORK NY | 98 | $12.8M | $25K |
| 10 | A-1 UNITED HEATING, AIR & ELECTRICAL CO., INC. A-1 UNITED HEATING, AIR & ELECTRICAL CO., INC. 401(K) PLAN | OMAHA NE | 116 | $2.6M | $15K |
