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 in their Schedule of Assets, totaling $5.7M 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 | SOFTCHOICE CORPORATION SOFTCHOICE CORPORATION 401(K) PLAN | MARYLAND HEIGHTS MO | 514 | $68.3M | $1.0M |
| 2 | HORMANN LLC HORMANN LLC EMPLOYEES SALARY SAVINGS PLAN | MONTGOMERY IL | 695 | $29.0M | $875K |
| 3 | AMPLIFY HR MANAGEMENT AMPLIFY HR MANAGEMENT RETIREMENT SAVINGS PLAN |
NORTHBROOK IL |
| 4,127 |
| $244.1M |
| $730K |
| 4 | NAMAN HOWELL SMITH & LEE, PLLC NAMAN HOWELL SMITH & LEE, PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST | WACO TX | 136 | $47.0M | $673K |
| 5 | ADVANSTAFF, INC. ADVANSTAFF, INC. 401(K) PLAN & TRUST | LAS VEGAS NV | 4,490 | $126.9M | $646K |
| 6 | COLUMBIA BASIN HEALTH ASSOCIATION COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN | OTHELLO WA | 469 | $45.0M | $581K |
| 7 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $508K |
| 8 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $476K |
| 9 | JONES BROS. CONTRACTORS, LLC JONES BROS 401(K) PLAN | MT JULIET TN | 668 | $17.7M | $43K |
| 10 | TMC TECHNOLOGIES OF WEST VIRGINIA CORP. TMC TECHNOLOGIES 401(K) PLAN | FAIRMONT WV | 140 | $14.0M | $43K |
