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 in their Schedule of Assets, totaling $4.1M 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 | THRYV HOLDINGS INC. THRYV SAVINGS PLAN | DFW AIRPORT TX | 1,985 | $840.6M | $2.3M |
| 2 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $1.7M |
| 3 | ASCENT LIFTING, INC. ASCENT LIFTING, INC. 401(K) PLAN |
| 439 |
| $32.9M |
| $135K |
| 4 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN | JACKSONVILLE FL | 140 | $4.2M | $33K |
