Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | IA AMERICAN WARRANTY, LP IA AMERICAN WARRANTY, LP 401(K) PLAN | AUSTIN TX | 643 | $49.2M | $438K |
| 5 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $226K |
| 6 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $182K |
| 7 | UNITED WAY OF GREATER HOUSTON UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN | HOUSTON TX | 203 | $28.9M | $181K |
| 8 | EVI INDUSTRIES, INC. EVI INDUSTRIES, INC. 401(K) PLAN | MIAMI FL | 716 | $37.6M | $73K |
| 9 | UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. 403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. | ROOSEVELT NY | 748 | $25.9M | $57K |
| 10 | FRANKLIN MOUNTAIN MANAGEMENT, LLC FRANKLIN MOUNTAIN MANAGEMENT, LLC 401(K) PLAN | EL PASO TX | 647 | $15.7M | $55K |
