Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors LP Dfa Real Estate Securities I 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 | MACERICH PROPERTY MANAGEMENT COMPANY LLC. MACERICH PROPERTY MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 618 | $226.0M | $3.4M |
| 2 | ALLIED DIGESTIVE HEALTH, LLC ALLIED DIGESTIVE HEALTH 401(K) PLAN | WEST LONG BRANCH NJ | 947 | $89.6M | $339K |
| 3 | ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC |
TAMPA FL |
| 1,801 |
| $151.3M |
| $304K |
| 4 | STEP ENERGY SERVICES (USA) LTD. STEP ENERGY SERVICES (USA) 401(K) PLAN | SAN ANTONIO TX | 309 | $10.1M | $16K |
| 5 | THE JFW CORPORATION THE JFW CORPORATION 401(K) PLAN | COMMERCE CITY CO | 143 | $2.8M | $2K |
