Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors Global Real Estate Securities Portfolio - in their Schedule of Assets, totaling $3.4M 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 | CBC COMPANIES, INC. CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | COLUMBUS OH | 632 | $169.0M | $970K |
| 2 | OXFORD FINANCIAL GROUP, LTD. OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN | CARMEL IN | 181 | $49.1M | $757K |
| 3 | UFCW MEMBERS, LOCAL UNIONS, AND MU |
SOUTHFIELD MI |
| 2,369 |
| $30.2M |
| $745K |
| 4 | COSMOS CORPORATION COSMOS CORPORATION 401K PROFIT SHARING PLAN | ST. PETERS MO | 164 | $12.3M | $375K |
| 5 | CUSTOM DATA PROCESSING CDP RETIREMENT PLAN | ROMEOVILLE IL | 135 | $24.4M | $316K |
| 6 | THAI SUMMIT AMERICA CORPORATION THAI SUMMIT AMERICA CORPORATION PROFIT SHARING & 401(K) PLAN | HOWELL MI | 879 | $56.0M | $118K |
| 7 | PINNACLE SERVICES, L.L.C. PINNACLE 401(K) PLAN | CHRISTIANSTED VI | 78 | $7.9M | $84K |
| 8 | MADISON CAPITAL GROUP HOLDINGS, LLC MADISON CAPITAL GROUP HOLDINGS, LLC 401(K) PLAN | CHARLOTTE NC | 469 | $6.0M | $30K |
| 9 | IMAGINE BELIEVE REALIZE LLC IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 259 | $14.5M | $18K |
| 10 | CUBE PLANNING INC. CUBE SOFTWARE 401(K) PLAN | NEW YORK NY | 76 | $2.2M | $1K |
