Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Real Estate Securities Registered Investment Company in their Schedule of Assets, totaling $5.9M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $4.8M |
| 2 | INDUSTRIAL FINISHES & SYSTEMS, INC. INDUSTRIAL FINISHES & SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 369 | $28.9M | $450K |
| 3 | WILO USA LLC |
CEDARBURG WI |
| 451 |
| $30.9M |
| $272K |
| 4 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $170K |
| 5 | SWANSON GROUP, INC. SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 720 | $64.4M | $66K |
| 6 | ID METRICS GROUP, INC. AUTHENTICID 401(K) RETIREMENT PLAN | KIRKLAND WA | 88 | $5.6M | $54K |
| 7 | ADVANCED EMISSIONS SOLUTIONS, INC. ADVANCED EMISSIONS SOLUTIONS, INC. PROFIT SHARING RETIREMENT PLAN | GREENWOOD VILLAGE CO | 202 | $19.7M | $43K |
| 8 | LA TERRA FINA USA, LLC LA TERRA FINA USA 401(K) PLAN | UNION CITY CA | 266 | $14.5M | $16K |
