Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class in their Schedule of Assets, totaling $4.2M 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 | LOANDEPOT.COM, LLC LOANDEPOT.COM, LLC 401(K) PLAN | IRVINE CA | 4,828 | $397.5M | $2.4M |
| 2 | CADENT, LLC CADENT, LLC 401(K) PLAN | NEW YORK NY | 600 | $94.8M | $321K |
| 3 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH |
| 1,834 |
| $85.3M |
| $304K |
| 4 | AMERICAN JEWISH UNIVERSITY AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN | LOS ANGELES CA | 156 | $22.4M | $264K |
| 5 | GENTHERM INCORPORATED GENTHERM RETIREMENT SAVINGS PLAN | NOVI MI | 502 | $61.8M | $205K |
| 6 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES CA | 111 | $148.2M | $135K |
| 7 | LUMOS & ASSOCIATES, INC. LUMOS & ASSOCIATES, INC. 401(K) PLAN | RENO NV | 134 | $17.4M | $95K |
| 8 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN | TOMBALL TX | 143 | $8.6M | $81K |
| 9 | POWER-FLO TECHNOLOGIES, INC. UNITED ELECTRIC POWER 401(K) PLAN | GARDEN CITY PARK NY | 254 | $19.3M | $79K |
| 10 | UTILITY SUPPLY AND CONSTRUCTION COMPANY UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | REED CITY MI | 379 | $41.7M | $76K |
