Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional DFA Global Real Est Sec Pt Ins in their Schedule of Assets, totaling $32K 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 | FLORIDA PROTON THERAPY INSTITUTE, INC. FLORIDA PROTON THERAPY INSTITUTE, INC. 401(K) PLAN | JACKSONVILLE FL | 131 | $11.7M | $24K |
| 2 | ATLANTA UNION MISSION 403B PLAN ATLANTA UNION MISSION 403(B) RETIREMENT PLAN | ATLANTA GA | 223 | $6.3M | $8K |
