Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA Intl Sustainability Core 1 in their Schedule of Assets, totaling $2.2M 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 | EASTERN BANK EASTERN BANK 401(K) PLAN | BOSTON MA | 1,950 | $343.6M | $2.0M |
| 2 | THE INFORMATICS APPLICATIONS GROUP, INC. THE INFORMATICS APPLICATIONS GROUP 401(K) PROFIT SHARING PLAN | RESTON VA | 273 | $25.9M | $103K |
| 3 | C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN |
SYRACUSE NY |
| 582 |
| $106.0M |
| $69K |
| 4 | COMMUNITY ACTION OPPORTUNITIES,INCORPORATED COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN | ASHEVILLE NC | 90 | $7.6M | $45K |
| 5 | RELIANT REAL ESTATE MANAGEMENT INC. RELIANT REAL ESTATE MANAGEMENT 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 167 | $3.1M | $18K |