Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA U.S. Core Equity II Fund Instl in their Schedule of Assets, totaling $24.1M 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 | NEWPORT GROUP, INC. TFO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 2,143 | $130.6M | $22.0M |
| 2 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $1.3M |
| 3 | DECISIONPOINT CORPORATION DECISIONPOINT 401(K) PROFIT SHARING PLAN 002 |
RESTON VA |
| 234 |
| $5.7M |
| $810K |
