Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional DFA Global Real Estate Sec I - in their Schedule of Assets, totaling $2.1M 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 | CHILDREN'S SPECIALSTS OF SAN DIEGO, AMG, INC. CHILDREN'S SPECIALISTS OF SAN DIEGO, AMG, INC. PROFIT SHARING PLAN | SAN DIEGO CA | 138 | $45.3M | $1.2M |
| 2 | CWGS GROUP, LLC FREEDOMREWARDS 401(K) PLAN | LINCOLNSHIRE IL | 12,773 | $341.7M | $555K |
| 3 | CASA COLINA, INC. CASA COLINA, INC. 403(B) RETIREMENT PLAN |
POMONA CA |
| 1,112 |
| $54.6M |
| $308K |
| 4 | CASA COLINA, INC. CASA COLINA, INC. RETIREMENT PLAN | POMONA CA | 734 | $11.6M | $48K |
