Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA Global Real Estate Sec Port in their Schedule of Assets, totaling $75K 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 | MELTON MACHINE & CONTROL COMPANY MELTON MACHINE & CONTROL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | WASHINGTON MO | 107 | $57.3M | $67K |
| 2 | ANTONINI FREIGHT EXPRESS, INC. ANTONINI FREIGHT EXPRESS, INC. 401(K) & PROFIT SHARING PLAN | STOCKTON CA | 113 | $8.5M | $4K |
| 3 | TARDITI, INC. |
LODI CA |
| 96 |
| $7.5M |
| $3K |