Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors Global Real Estate Securities Fund in their Schedule of Assets, totaling $6.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LSA ASSOCIATES, INC. LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST | IRVINE CA | 171 | $77.7M | $4.7M |
| 2 | ORTHOTENNESSEE, P.C. ORTHOTENNESSEE 401(K) PLAN | KNOXVILLE TN | 765 | $153.3M | $1.7M |
| 3 | TAPANI, INC. TAPANI, INC. RETIREMENT SAVINGS PLAN |
BATTLE GROUND WA |
| 620 |
| $47.6M |
| $294K |
| 4 | JRT MECHANICAL, INC. JRT MECHANICAL, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 250 | $17.1M | $110K |
| 5 | TAPANI PLUMBING, INC. TAPANI PLUMBING, INC. 401(K) RETIREMENT PLAN | BATTLE GROUND WA | 106 | $15.8M | $37K |
