Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding DFA Real Estate Securities Portfolio I DFA 0 in their Schedule of Assets, totaling $9.1M 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 | IN-DEPTH ENGINEERING CORPORATION IN-DEPTH ENGINEERING RETIREMENT PLAN | FAIRFAX VA | 193 | $36.1M | $1.4M |
| 2 | GRANICUS, LLC GRANICUS, LLC 401(K) | WASHINGTON DC | 1,169 | $57.1M | $717K |
| 3 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN |
CHEEKTOWAGA NY |
| 169 |
| $47.9M |
| $631K |
| 4 | AFL TELECOMMUNICATIONS, LLC AFL TELECOMMUNICATIONS, LLC SAVINGS AND INCENTIVE PLAN | DUNCAN SC | 2,656 | $178.6M | $589K |
| 5 | BUFFINI & COMPANY, INC. BUFFINI & COMPANY 401(K) PROFIT SHARING PLAN | CARLSBAD CA | 189 | $33.2M | $518K |
| 6 | CAMPUS FEDERAL CREDIT UNION CAMPUS FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST | BATON ROUGE LA | 148 | $23.2M | $426K |
| 7 | MAXIM MANAGEMENT SERVICES, LLC MAXIM MANAGEMENT SERVICES LLC 401K PSP | CHEEKTOWAGA NY | 209 | $26.2M | $371K |
| 8 | NORTH RANGE BEHAVIORAL HEALTH NORTH RANGE BEHAVIORAL RETIREMENT PLAN | GREELEY CO | 509 | $20.3M | $322K |
| 9 | PALMETTO PRIMARY CARE PHYSICIANS, LLC PALMETTO PRIMARY CARE PHYSICIANS, LLC 401(K) | NORTH CHARLESTON SC | 563 | $58.3M | $306K |
| 10 | FEROLIE CORPORATION FEROLIE CORPORATION EE'S SVGS INVESTMENT PLAN | MONTVALE NJ | 421 | $53.5M | $265K |
