Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Real Estate Securities Mutual Fund N/A in their Schedule of Assets, totaling $694K 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 | CALIFORNIA DAIRIES, INC. CALIFORNIA DAIRIES, INC. 401(K) SAVINGS PLAN | VISALIA CA | 909 | $106.6M | $626K |
| 2 | THE MATTHEWS GROUP, INC. THE MATTHEWS GROUP RETIREMENT PLAN | PURCELLVILLE VA | 134 | $12.2M | $69K |
