Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA U.S. Core Equity II in their Schedule of Assets, totaling $2.9M 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 | BHATE ENVIRONMENTAL ASSOCIATES, INC. BHATE ENVIRONMENTAL ASSOCIATES EMPLOYEES 401(K) SAFE HARBOR PLAN | BIRMINGHAM AL | 119 | $15.1M | $2.7M |
| 2 | HARVEY VOGEL MANUFACTURING CO. HARVEY VOGEL MANUFACTURING CO. HOURLY EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | WOODBURY MN | 147 | $2.7M | $130K |
