Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dimensional Fund Advisors DFA Real Estate Securities Portfolio in their Schedule of Assets, totaling $1.3M 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 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $253K |
| 2 | LUXOFT USA, INC. LUXOFT 401(K) PLAN | NEW YORK NY | 709 | $53.5M | $245K |
| 3 | MC2 CIVIL, LLC MC2 CIVIL, LLC 401(K) PLAN | HOUSTON TX |
| 358 |
| $10.5M |
| $211K |
| 4 | OPUS INSPECTION, INC. OPUS INSPECTION 401(K) PLAN | EAST GRANBY CT | 1,528 | $80.5M | $155K |
| 5 | LIBERTY STEEL INDUSTRIES, INC. LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN | WARREN OH | 150 | $8.3M | $145K |
| 6 | DOUBLE DIAMOND MANAGEMENT CORP. DOUBLE DIAMOND MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | DALLAS TX | 435 | $10.4M | $129K |
| 7 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $79K |
| 8 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $31K |
| 9 | YOKE'S FOODS, INC. YOKE'S FOODS, INC. 401(K) EMPLOYEE SAVINGS PLAN | SPOKANE VALLEY WA | 1,756 | $33.5M | $10K |
| 10 | A. HAROLD & ASSOCIATES, LLC A.HAROLD & ASSOCIATES, LLC. | JACKSONVILLE FL | 87 | $8.7M | $10K |
