Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Real Estate Securities Mutual funds in their Schedule of Assets, totaling $577K 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 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 193 | $13.4M | $241K |
| 2 | AEGEUS MANAGEMENT SERVICES AEGEUS 401(K) PLAN | HOUSTON TX | 235 | $26.6M | $210K |
| 3 | AMERICAN RESEARCH CORPORATION AMERICAN RESEARCH CORPORATION 401(K) PLAN |
SAN ANTONIO TX |
| 110 |
| $5.8M |
| $92K |
| 4 | YODER'S MEATS, INC. YODER'S MEATS, INC. 401(K) PROFIT SHARING PLAN | NEW HOLLAND PA | 129 | $10.4M | $26K |
| 5 | PGTEK INC. PGTEK, INC. 401(K) PROFIT SHARING PLAN & TRUST | ASHBURN VA | 116 | $5.1M | $9K |
