Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Dimensional Fund Advisors Real Estate Securities I in their Schedule of Assets, totaling $4.8M 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 | RECONSTRUCTIVE ORTHOPAEDIC ASSOCIATES II, P.C. ROTHMAN INSTITUTE 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 1,495 | $244.7M | $2.3M |
| 2 | ULLIMAN SCHUTTE CONSTRUCTION, LLC ULLIMAN SCHUTTE CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 265 | $61.9M | $705K |
| 3 | MIDWEST BANKCENTRE |
SAINT LOUIS MO |
| 265 |
| $36.7M |
| $360K |
| 4 | TIMBERLAND BANK TIMBERLAND BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN | HOQUIAM WA | 274 | $35.2M | $326K |
| 5 | COLONIAL MANAGEMENT GROUP, LP COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN | MAITLAND FL | 1,244 | $23.6M | $279K |
| 6 | GOREE ARCHITECTS INC. GOREE ARCHITECTS INC. 401K PLAN | HOUSTON TX | 155 | $7.4M | $236K |
| 7 | BLUE CANYON TECHNOLOGIES, INC. BLUE CANYON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE CO | 426 | $39.5M | $142K |
| 8 | SERVICE HOLDINGS, LLC SERVICE HOLDINGS, LLC RETIREMENT PLAN | DOWNERS GROVE IL | 159 | $16.6M | $126K |
| 9 | EFCU FINANCIAL FEDERAL CREDIT UNION EFCU FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | BATON ROUGE LA | 128 | $11.9M | $102K |
| 10 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $45K |
