Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding DFA Real Estate Securities - in their Schedule of Assets, totaling $11.2M 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 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $1.5M |
| 2 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $1.2M |
| 3 | RECON MANAGEMENT SERVICES INC. RECON 401K PLAN |
SULPHUR LA |
| 680 |
| $60.7M |
| $943K |
| 4 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $942K |
| 5 | SEATTLE PACIFIC UNIVERSITY SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 438 | $107.1M | $917K |
| 6 | HIGHLAND HOSPITAL OF ROCHESTER HIGHLAND RETIREMENT PLAN | ROCHESTER NY | 3,443 | $160.1M | $793K |
| 7 | M/E ENGINEERING, P.C. M/E ENGINEERING, P. C. 401(K) PLAN | ROCHESTER NY | 179 | $44.5M | $614K |
| 8 | BROOKS KUSHMAN P.C. BROOKS KUSHMAN P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | ROYAL OAK MI | 143 | $76.0M | $539K |
| 9 | BALLUFF, INC. BALLUFF, INC. 401(K) PROFIT SHARING PLAN | FLORENCE KY | 152 | $34.4M | $411K |
| 10 | PERMIAN RESOURCES CENTENNIAL RESOURCE PRODUCTION, LLC 401(K) RETIREMENT PLAN | DENVER CO | 137 | $22.0M | $381K |
