Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA Global Real Estate SEC in their Schedule of Assets, totaling $1.4M 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 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $969K |
| 2 | EQUITRUST LIFE INSURANCE COMPANY EQUITRUST LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | CHICAGO IL | 490 | $34.9M | $286K |
| 3 | ENSIGN UNITED STATES DRILLING INC. ENSIGN UNITED STATES DRILLING INC. 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 2,516 |
| $103.0M |
| $97K |
| 4 | RISK INTERNATIONAL HOLDINGS, LLC RISK INTERNATIONAL HOLDINGS, LLC 401(K) RETIREMENT PLAN AND TRUST | FAIRLAWN OH | 0 | $16.2M | $25K |
