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 Securities N/R in their Schedule of Assets, totaling $1.0M 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 | MCAFEE LLC MCAFEE LLC 401(K) PLAN | SAN JOSE CA | 4,321 | $173.7M | $877K |
| 2 | EXCELA HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES | GREENSBURG PA | 1,200 | $169.6M | $125K |
| 3 | EDP OF ILLINOIS PC EDP PC'S 401(K) PLAN |
CHICAGO IL |
| 126 |
| $12.4M |
| $16K |
