Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors Global Real Estate Fund in their Schedule of Assets, totaling $3.7M 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 | RUMMEL, KLEPPER & KAHL THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN | BALTIMORE MD | 2,023 | $303.4M | $1.8M |
| 2 | MADISON DEARBORN PARTNERS LLC MADISON DEARBORN PARTNERS LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 97 | $98.8M | $1.5M |
| 3 | DENTAL ASSOC. FAMILY AND SPECIALTY CARE |
MILWAUKEE WI |
| 848 |
| $85.6M |
| $331K |
| 4 | NEW GENERATION WELLNESS, INC. NEW GENERATION WELLNESS, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 207 | $12.8M | $44K |
