Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Secs I Fd in their Schedule of Assets, totaling $2.0M 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 | FIRST STATE BANK OF THE FLORIDA KEYS FIRST STATE BANK OF THE FLORIDA KEYS PROFIT SHARING RETIREMENT PLAN | KEY WEST FL | 151 | $19.9M | $1.7M |
| 2 | ORIANA HOUSE, INC. ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN | AKRON OH | 798 | $24.5M | $187K |
| 3 | BANK OF IDAHO HOLDING COMPANY |
IDAHO FALLS ID |
| 200 |
| $9.9M |
| $48K |
| 4 | CHURCH OF THE PENTECOST U.S.A., INC. CHURCH OF THE PENTECOST U.S.A., INC. PENSION 401 (K) PLAN | BRONX NY | 132 | $7.9M | $44K |
| 5 | THE GEOLOGICAL SOCIETY OF AMERICA THE GEOLOGICAL SOCIETY OF AMERICA RETIREMENT PLAN | BOULDER CO | 61 | $15.2M | $21K |
| 6 | KELLEY WILLIAMSON COMPANY KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN | ROCKFORD IL | 394 | $11.9M | $20K |
| 7 | DM GROUP, INC. DM GROUP, INC. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 92 | $11.9M | $18K |
| 8 | THE BETTER BUSINESS BUREAU, INC. THE BETTER BUSINESS BUREAU, INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 133 | $8.5M | $17K |
