Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Global Real Estate Securities Mutual Fund in their Schedule of Assets, totaling $588K 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 | ELECTRICAL COMPONENTS INTERNATIONAL, INC. ECI, INC. 401(K) PLAN | ST. LOUIS MO | 615 | $31.6M | $292K |
| 2 | LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST | WESTBROOK CT | 191 | $8.7M | $227K |
| 3 | THRIFT BOOKS GLOBAL, LLC THRIFTBOOKS 401(K) PLAN |
TUKWILA WA |
| 761 |
| $7.6M |
| $67K |
| 4 | J.S. COALTER & ASSOCIATES, INC. COALTER GROUP 401(K) PLAN | CAPE GIRARDEAU MO | 221 | $517K | $2K |