Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Securities I Fund in their Schedule of Assets, totaling $861K 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 | HEALTH SERVICES HOLDINGS, INC. HEALTH SERVICES ADVISORY GROUP 401(K) PLAN | PHOENIX AZ | 475 | $74.8M | $374K |
| 2 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $243K |
| 3 | FCL BUILDERS, LLC |
ITASCA IL |
| 264 |
| $26.0M |
| $109K |
| 4 | STERMAN MASSER, INC. STERMAN MASSER, INC. 401(K) PLAN | SACRAMENTO PA | 444 | $13.4M | $52K |
| 5 | SIGMA ELECTRIC MANUFACTURING CORPORATION SIGMA ENGINEERED SOLUTIONS RETIREMENT PLAN | GARNER NC | 376 | $24.0M | $50K |
| 6 | INSIDE EDGE COMMERCIAL INTERIOR SERVICES, LLC INSIDE EDGE COMMERCIAL INTERIOR SERVICES 401(K) PROFIT SHARING PLAN | EAGAN MN | 173 | $13.3M | $34K |
