Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA International Sustainability Core 1 Mutual fund in their Schedule of Assets, totaling $655K 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 | NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON MA | 98 | $16.7M | $347K |
| 2 | CHARLES RIVER COMMUNITY HEALTH, INC. CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN | BRIGHTON MA | 220 | $8.6M | $192K |
| 3 | TREANOR INC. |
LAWRENCE KS |
| 160 |
| $35.4M |
| $116K |
