Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Secs I fund in their Schedule of Assets, totaling $879K 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 | MEHERRIN AGRICULTURAL & CHEMICAL COMPANY MEHERRIN AGRICULTURAL & CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | SEVERN NC | 1,816 | $57.8M | $411K |
| 2 | HEITECH SERVICES, INC. HEITECH SERVICES, INC. 401(K) PLAN | LANDOVER MD | 195 | $13.0M | $261K |
| 3 | BURRIS LOGISTICS BURRIS LOGISTICS RETIREMENT PLAN |
MILFORD DE |
| 836 |
| $101.1M |
| $188K |
| 4 | SOUTHERN HVAC CORPORATION SOUTHERN HVAC CORPORATION 401(K) PLAN | MAITLAND FL | 949 | $14.9M | $16K |
| 5 | CENTENNIAL BANK, INC. CENTENNIAL BANK, INC. PROFIT SHARING PLAN | TREZEVANT TN | 155 | $11.7M | $3K |
