Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional DFA Glbl Real Estate Sec I in their Schedule of Assets, totaling $11.5M 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 | VIRGINIA INTERNATIONAL TERMINALS LLC VIRGINIA INTERNATIONAL TERMINALS LLC PENSION PLAN | NORFOLK VA | 84 | $100.3M | $5.3M |
| 2 | RED WING SHOE COMPANY, INC. RED WING SHOE COMPANY, INC. 401(K) PROFIT SHARING PLAN | RED WING MN | 1,910 | $190.8M | $4.1M |
| 3 | OPEN SOCIETY INSTITUTE |
NEW YORK NY |
| 278 |
| $230.0M |
| $2.0M |
| 4 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $144K |
| 5 | CANUSA HERSHMAN RECYCLING, LLC CANUSA HERSHMAN 401(K) PLAN | BRANFORD CT | 157 | $22.7M | $18K |
| 6 | BROADSTEP BEHAVIORAL HEALTH INC BROADSTEP BEHAVIORAL HEALTH INC. 401(K) RETIREMENT PLAN | KINGSTREE SC | 418 | $7.8M | $8K |
