Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Global Real Estate Securities in their Schedule of Assets, totaling $5.7M 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 | KEMPER CPA GROUP LLP KEMPER CPA GROUP LLP EMPLOYEES PROFIT SHARING PLAN | ROBINSON IL | 360 | $80.6M | $3.2M |
| 2 | ABC LIQUORS, INC. DBA ABC FINE WINE & SPIRITS ABC FINE WINE & SPIRITS 401K RETIREMENT & SAVINGS PLAN | ORLANDO FL | 1,083 | $45.0M | $1.3M |
| 3 | SPEO, LLC SYMMETRY PARTNERS, LLC 401(K) PLAN |
GLASTONBURY CT |
| 69 |
| $16.1M |
| $969K |
| 4 | THE MCCLURE CORPORATION THE MCCLURE CORPORATION 401(K) RETIREMENT PLAN | ST. LOUIS MO | 123 | $19.6M | $197K |
| 5 | SIB MIDCO, LLC SIB 401(K) PLAN | CHARLESTON SC | 233 | $14.1M | $89K |
