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 Estate Securities Port in their Schedule of Assets, totaling $2.1M 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 | VICTORY CAPITAL MANAGEMENT, INC. VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN | BROOKLYN OH | 456 | $188.9M | $1.2M |
| 2 | ASSOCIATION MANAGEMENT CENTER, INC. ASSOCIATION MANAGEMENT CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 148 | $22.0M | $781K |
| 3 | SUNLAND ASPHALT & CONSTRUCTION, LLC |
PHOENIX AZ |
| 1,334 |
| $34.0M |
| $141K |
| 4 | USA SWIMMING, INC. USA SWIMMING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 83 | $17.3M | $11K |
| 5 | AVANTSTAY, INC. AVANTSTAY 401(K) PLAN | LOS ANGELES CA | 254 | $2.0M | $1K |
