Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors Real Estate Securities Fund in their Schedule of Assets, totaling $686K 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 | AMERICAN BANK AMERICAN BANK EMPLOYEE SAVINGS PLAN | AUSTIN TX | 363 | $62.7M | $450K |
| 2 | MORTGAGE INVESTORS GROUP MORTGAGE INVESTORS GROUP 401(K) RETIREMENT PLAN | KNOXVILLE TN | 269 | $30.2M | $199K |
| 3 | ABCO AUTOMATION, INC. ABCO AUTOMATION, INC. EMPLOYEES' 401(K) AND RETIREMENT PLAN |
BROWN SUMMIT NC |
| 157 |
| $14.3M |
| $32K |
| 4 | LISEGA, INC. LISEGA, INC. 401(K) PLAN | KODAK TN | 143 | $11.2M | $3K |
| 5 | SUNSTAR INSURANCE GROUP DBA CHAPMAN-SANDER INSURANCE, LLC SUNSTAR INSURANCE GROUP 401(K) PLAN | MEMPHIS TN | 738 | $25.5M | $2K |
