Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA US Sustainability Core 1 in their Schedule of Assets, totaling $990K 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 | LARSON ENGINEERING, INC. LARSON ENGINEERING RETIREMENT PLAN | WHITE BEAR LAKE MN | 186 | $36.4M | $546K |
| 2 | C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN | SYRACUSE NY | 582 | $106.0M | $254K |
| 3 | INNOVIVE HEALTH OF MASSACHUSETTS, LLC INNOVIVE HEALTH 401(K) PLAN |
MEDFORD MA |
| 705 |
| $14.1M |
| $177K |
| 4 | COMMUNITY ACTION OPPORTUNITIES,INCORPORATED COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN | ASHEVILLE NC | 90 | $7.6M | $13K |
