Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 107 U.S. retirement plans report holding Dfa Real Estate Securities I in their Schedule of Assets, totaling $14.2M 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 | 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 | TELLEPSEN CORPORATION TELLEPSEN CORPORATION 401(K) & RETIREMENT PLAN | HOUSTON TX | 633 | $54.3M | $480K |
| 7 | GARDEN STATE VETERINARY SPECIALISTS GARDEN STATE VETERINARY SPECIALISTS 401(K) PLAN | TINTON FALLS NJ | 620 | $17.1M | $462K |
| 8 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN | ATLANTA GA | 399 | $40.0M | $308K |
| 9 | THREE D METALS INC THREE D METALS INC 401(K) PLAN | VALLEY CITY OH | 172 | $15.8M | $282K |
| 10 | TOYOTETSU AMERICA, INC. TTAI 401(K) PLAN | SOMERSET KY | 3,074 | $89.9M | $281K |
