Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dimensional Fund Advisors DFA Global Real Estate Securities in their Schedule of Assets, totaling $7.1M 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 | ATI HOLDINGS, LLC ATI HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | DOWNERS GROVE IL | 6,837 | $274.4M | $3.4M |
| 2 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS OH | 2,183 | $182.8M | $1.4M |
| 3 | DAWSON GEOPHYSICAL COMPANY |
MIDLAND TX |
| 223 |
| $22.0M |
| $554K |
| 4 | HORNE LLP HORNE LLP PROFIT SHARING PLAN | RIDGELAND MS | 1,287 | $107.8M | $487K |
| 5 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 2,180 | $58.7M | $306K |
| 6 | COMMUNITY PSYCHIATRY MANAGEMENT, LLC MINDPATH HEALTH RETIREMENT PLAN | SACRAMENTO CA | 971 | $64.5M | $238K |
| 7 | LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY NY | 1,017 | $19.3M | $230K |
| 8 | WEITZ & LUXENBERG, P.C. WEITZ & LUXENBERG EMPLOYEE SAVINGS PLAN | NEW YORK NY | 379 | $40.8M | $110K |
| 9 | SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN | RICHARDSON TX | 121 | $29.5M | $102K |
| 10 | JEWISH FAMILY SERVICE OF TIDEWATER, INC. JEWISH FAMILY SERVICE 403B TAX DEFERRED ANNUITY PLAN | VIRGINIA BEACH VA | 96 | $5.2M | $97K |
