Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors Global Real Estate Securities # in their Schedule of Assets, totaling $1.6M 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 | HUNT & HENRIQUES,LLP HUNT & HENRIQUES,LLP 401(K) PLAN | SAN JOSE CA | 65 | $15.6M | $556K |
| 2 | DEAN DORTON ALLEN FORD, PLLC DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN | LEXINGTON KY | 539 | $85.7M | $500K |
| 3 | TEAMSTERS LOCAL UNION 299 TEAMSTERS LOCAL UNION 299 MULTI EMPLOYER 401(K) PLAN |
DETROIT MI |
| 316 |
| $7.9M |
| $226K |
| 4 | FORT MCDOWELL YAVAPAI NATION FORT MCDOWELL YAVAPAI NATION RETIREMENT PLAN | FOUNTAIN HILLS AZ | 1,188 | $66.1M | $152K |
| 5 | GMB ARCHITECTURE+ENGINEERING GMB ARCHITECTURE & ENGINEERING 401K PROFIT SHARING | HOLLAND MI | 191 | $29.1M | $146K |
| 6 | CBE COMPANIES, INC. CBE COMPANIES 401(K) RETIREMENT PLAN | CEDAR FALLS IA | 542 | $16.0M | $67K |
