Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA Global Real Estate in their Schedule of Assets, totaling $2.4M 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 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP TAX-DEFERRED SAVINGS AND PROFIT-SHARING PLAN I | NEW YORK NY | 246 | $205.7M | $1.3M |
| 2 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP ASSOCIATES TAX-DEFERRED SAVINGS PLAN | NEW YORK NY | 319 | $78.3M | $629K |
| 3 | CLIFFORD CHANCE US LLP |
NEW YORK NY |
| 239 |
| $80.8M |
| $444K |
| 4 | SMS MILL SERVICES, LLC SMS MILL SERVICES, LLC 401(K) PLAN & TRUST | EAST CHICAGO IN | 78 | $1.4M | $10K |