Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Real Estate Securities Mutual fund N/A in their Schedule of Assets, totaling $352K 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 | BANK MIDWEST BANK MIDWEST 401(K) PROFIT SHARING PLAN & TRUST | OKOBOJI IA | 188 | $32.2M | $204K |
| 2 | UNITED HOSPITAL DISTRICT, INC. UNITED HOSPITAL DISTRICT 403(B) PLAN | BLUE EARTH MN | 298 | $20.8M | $147K |
