Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Dfa Real Estate Securities Mutual Fund in their Schedule of Assets, totaling $14.9M 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 | PACIFIC COAST BUILDING PRODUCTS, IN PACIFIC COAST BUILDING PRODUCTS, INC. 401(K) SAVINGS PLAN | RANCH CORDOVA CA | 3,095 | $153.5M | $4.6M |
| 2 | BROWN DISTRIBUTING COMPANY, LTD 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | AUSTIN TX | 448 | $38.6M | $1.6M |
| 3 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $1.2M |
| 4 | QUALYS, INC. QUALYS, INC. 401(K) PLAN | FOSTER CITY CA | 568 | $82.2M | $1.0M |
| 5 | INSTITUTE OF NUCLEAR POWER OPERATIONS INSTITUTE OF NUCLEAR POWER OPERATIONS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 304 | $136.9M | $984K |
| 6 | MAN ENERGY SOLUTIONS USA INC. MAN ENERGY SOLUTIONS USA INC. 401(K) PLAN | BROOKSHIRE TX | 303 | $54.1M | $846K |
| 7 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | AUSTIN TX | 203 | $16.0M | $548K |
| 8 | Q&D CONSTRUCTION LLC Q&D CONSTRUCTION LLC RETIREMENT PLAN | SPARKS NV | 161 | $18.9M | $529K |
| 9 | CARROLL COUNTY MEMORIAL HOSPITAL CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST | CARROLLTON MO | 238 | $19.1M | $492K |
| 10 | STOWERS MACHINERY CORPORATION STOWERS MACHINERY CORPORATION 401(K) PLAN | KNOXVILLE TN | 500 | $87.4M | $456K |
