Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Global Real Estate Sc I Fd in their Schedule of Assets, totaling $2.4M 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 | AMERICAN TRADING AND PRODUCTION CORPORATION ATAPCO PENSION PLAN | BALTIMORE MD | 69 | $24.8M | $1.2M |
| 2 | U.S. LUMBER GROUP LLC U.S. LUMBER GROUP, LLC 401(K) PLAN | DULUTH GA | 3,926 | $214.0M | $838K |
| 3 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN |
WESTERN SPRINGS IL |
| 1,310 |
| $53.3M |
| $164K |
| 4 | PENN-MAR ORGANIZATION, INC. DBA PENN-MAR HUMAN SERVICES 403(B) THRIFT PLAN FOR PENN-MAR ORGANIZATION INC DBA PENN-MAR HUMAN SERVICES | FREELAND MD | 579 | $19.1M | $135K |
| 5 | CREDIT UNION WEST CREDIT UNION WEST 401(K) PLAN | GLENDALE AZ | 221 | $22.9M | $88K |
| 6 | KING'S RIDGE CHRISTIAN SCHOOL KING'S RIDGE CHRISTIAN SCHOOL 403(B) PLAN | ALPHARETTA GA | 172 | $10.7M | $7K |
