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 REAL EST SEC I in their Schedule of Assets, totaling $210K 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 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD NH | 666 | $33.0M | $163K |
| 2 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $26K |
| 3 | OUTTEN & GOLDEN LLP OUTTEN & GOLDEN LLP 401(K) PLAN |
NEW YORK NY |
| 130 |
| $30.0M |
| $14K |
| 4 | FOX RESTAURANT CONCEPTS, LLC FOX RESTAURANT CONCEPTS 401(K) PLAN | PHOENIX AZ | 80 | $5.5M | $7K |
