Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio in their Schedule of Assets, totaling $5.5M 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 | JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO IL | 1,006 | $405.1M | $1.7M |
| 2 | THE PEPPER COMPANIES, INC. THE PEPPER COMPANIES, INC. RETIREMENT AND SAVINGS PLAN | BARRINGTON IL | 689 | $164.7M | $919K |
| 3 | THE NASSAU FINANCIAL GROUP THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN |
HARTFORD CT |
| 554 |
| $228.7M |
| $523K |
| 4 | CONSTELLIS, LLC CONSTELLIS 401(K) PLAN | HERNDON VA | 1,074 | $45.6M | $503K |
| 5 | IA AMERICAN WARRANTY, LP IA AMERICAN WARRANTY, LP 401(K) PLAN | AUSTIN TX | 643 | $49.2M | $438K |
| 6 | ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION 401(K) PLAN | LAKE ZURICH IL | 1,218 | $381.5M | $241K |
| 7 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $226K |
| 8 | ROLLINSNELSON GRP, LLC ROLLINSNELSON GRP, LLC 401(K) PLAN | TORRANCE CA | 2,380 | $7.7M | $184K |
| 9 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $182K |
| 10 | UNITED WAY OF GREATER HOUSTON UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN | HOUSTON TX | 203 | $28.9M | $181K |
