Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Real Estate Securities Mutual funds a in their Schedule of Assets, totaling $464K 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 | IMPACT ADVISORS, LLC IMPACT ADVISORS, LLC 401(K) PLAN | NAPERVILLE IL | 642 | $58.4M | $464K |
