Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Global Real Est Sec Pt Ins in their Schedule of Assets, totaling $474K 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 | VARIANTYX, INC. VARIANTYX, INC. 401(K) PROFIT SHARING PLAN | FRAMINGHAM MA | 159 | $4.2M | $235K |
| 2 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO TX | 337 | $18.9M | $180K |
| 3 | WAHOO FITNESS WAHOO FITNESS RETIREMENT TRUST |
ATLANTA GA |
| 146 |
| $10.1M |
| $42K |
| 4 | THE VISTA SCHOOL VISTA SCHOOL 401(K) P/S PLAN | HERSHEY PA | 325 | $8.0M | $12K |
| 5 | FIELDSTONE PROPERTIES I LLC FIELDSTONE PROPERTIES I LLC 401(K) PLAN | PARSIPPANY NJ | 179 | $3.2M | $5K |
