Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional DFA Real Estate Securities I - in their Schedule of Assets, totaling $8.9M 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 | ASANTE ASANTE 403B PLAN | MEDFORD OR | 5,815 | $758.5M | $5.9M |
| 2 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK TX | 142 | $136.8M | $1.2M |
| 3 | ONEHARRIS, INC. HARRIS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 681 |
| $82.6M |
| $738K |
| 4 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | NEW YORK NY | 81 | $63.0M | $401K |
| 5 | BLEVINS, INC. BLEVINS, INC. RETIREMENT PLAN | NASHVILLE TN | 509 | $46.4M | $371K |
| 6 | T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA MD | 254 | $29.5M | $113K |
| 7 | UROLOGY SAN ANTONIO, P.A. UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 227 | $41.5M | $82K |
| 8 | SPINUTECH, LLC SPINUTECH 401(K) PLAN | CEDAR FALLS IA | 117 | $7.9M | $71K |
