Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Securities Fund in their Schedule of Assets, totaling $1.9M 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 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $1.4M |
| 2 | INTEGRAL CONSULTING INC. INTEGRAL CONSULTING INC. 401(K) PROFIT SHARING PLAN | BOULDER CO | 242 | $43.1M | $197K |
| 3 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN |
HOUSTON TX |
| 122 |
| $15.7M |
| $183K |
| 4 | BRAIN & SPINE MEDICAL SERVICES, PLLC BRAIN & SPINE MEDICAL SERVICES, PLLC 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 146 | $7.1M | $56K |
| 5 | CLEVERBRIDGE, INC. CLEVERBRIDGE, INC. 401(K) PLAN | CHICAGO IL | 58 | $7.7M | $24K |
| 6 | CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY, INC. CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY, INC. 401(K) PLAN | STAMFORD CT | 174 | $9.0M | $4K |
| 7 | ST ACQUISITION LLC ST EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 99 | $11.3M | $2K |
