Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Dimensional Fund Advisors Real-Estate Securities in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUESTCO HOLDINGS, INC. QUESTCO COMPANIES RETIREMENT PLAN | THE WOODLANDS TX | 11,428 | $441.6M | $1.7M |
| 2 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN | FAIRBANKS AK | 159 | $10.0M | $809K |
| 3 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 339 |
| $66.4M |
| $736K |
| 4 | THE VAN WINKLE LAW FIRM THE VAN WINKLE LAW FIRM PROFIT SHARING PLAN | ASHEVILLE NC | 76 | $22.7M | $492K |
| 5 | ASHLAND FOOD COOPERATIVE ASHLAND FOOD COOPERATIVE 401(K) RETIREMENT PLAN AND TRUST | ASHLAND OR | 122 | $8.3M | $285K |
| 6 | UNIFY FINANCIAL FEDERAL CREDIT UNION UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | ALLEN TX | 469 | $66.5M | $194K |
| 7 | THE JOCKEY CLUB THE JOCKEY CLUB 401(K) PLAN | NEW YORK NY | 266 | $45.7M | $108K |
| 8 | FARMERS STATE BANK FARMERS STATE BANK EMPLOYEES' 401(K) PLAN | LAGRANGE IN | 144 | $17.7M | $78K |
| 9 | WILLAMETTE VALLEY BANK WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | SALEM OR | 122 | $12.1M | $26K |
| 10 | CHRISTIAN ACADEMY OF KNOXVILLE CHRISTIAN ACADEMY OF KNOXVILLE RETIREMENT SAVINGS PLAN | KNOXVILLE TN | 207 | $5.4M | $20K |
