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 Securities I Fund in their Schedule of Assets, totaling $488K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $243K |
| 2 | FCL BUILDERS, LLC FCL BUILDERS, LLC 401(K) PLAN | ITASCA IL | 264 | $26.0M | $109K |
| 3 | STERMAN MASSER, INC. STERMAN MASSER, INC. 401(K) PLAN |
SACRAMENTO PA |
| 444 |
| $13.4M |
| $52K |
| 4 | SIGMA ELECTRIC MANUFACTURING CORPORATION SIGMA ENGINEERED SOLUTIONS RETIREMENT PLAN | GARNER NC | 376 | $24.0M | $50K |
| 5 | INSIDE EDGE COMMERCIAL INTERIOR SERVICES, LLC INSIDE EDGE COMMERCIAL INTERIOR SERVICES 401(K) PROFIT SHARING PLAN | EAGAN MN | 173 | $13.3M | $34K |
