Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Co. DFA REAL EST SEC I in their Schedule of Assets, totaling $716K 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 | PLANVIEW, INC. PLANVIEW, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 516 | $115.0M | $698K |
| 2 | STRAUSS VENTURES, LLC D/B/A THE GRAND HEALTHCARE SYSTEM THE GRAND HEALTHCARE SYSTEM 401(K) PLAN | VALLEY STREAM NY | 3,614 | $15.2M | $18K |
