Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding Dfa Real Estate Securities I in their Schedule of Assets, totaling $16.0M 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 | BOSE MCKINNEY & EVANS LLP BOSE MCKINNEY & EVANS RETIREMENT PLAN | INDIANAPOLIS IN | 175 | $141.4M | $1.8M |
| 2 | PELLA REGIONAL HEALTH CENTER PELLA REGIONAL HEALTH CENTER 401(K) PLAN | PELLA IA | 944 | $101.5M | $926K |
| 3 | DIVISIONS, INC. DIVISIONS INC. 401(K) PLAN |
CINCINNATI OH |
| 892 |
| $30.4M |
| $762K |
| 4 | AERODYNE INDUSTRIES LLC AERODYNE INDUSTRIES LLC 401 K PROFIT SHARING PLAN | CAPE CANAVERAL FL | 787 | $70.1M | $709K |
| 5 | CENTRAL PARK CONSERVANCY INC. CENTRAL PARK CONSERVANCY 403(B) RETIREMENT PLAN | NEW YORK NY | 406 | $55.8M | $594K |
| 6 | DAKOTA COMMUNITY BANK & TRUST DAKOTA COMMUNITY BANK & TRUST 401(K) RETIREMENT PLAN | BISMARCK ND | 165 | $31.6M | $553K |
| 7 | TELLEPSEN CORPORATION TELLEPSEN CORPORATION 401(K) & RETIREMENT PLAN | HOUSTON TX | 633 | $54.3M | $480K |
| 8 | GARDEN STATE VETERINARY SPECIALISTS GARDEN STATE VETERINARY SPECIALISTS 401(K) PLAN | TINTON FALLS NJ | 620 | $17.1M | $462K |
| 9 | KAUFMAN ENGINEERED SYSTEMS, INC. KAUFMAN ENGINEERED SYSTEMS, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST | WATERVILLE OH | 132 | $20.7M | $361K |
| 10 | ELLSWORTH COOPERATIVE CREAMERY ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN | ELLSWORTH WI | 242 | $13.9M | $349K |
