Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA International Sustainability Core 1 Portfolio Mutual fund in their Schedule of Assets, totaling $22K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BROUSSARD GROUP TBG PARTNERS 401(K) PLAN | AUSTIN TX | 124 | $7.7M | $18K |
| 2 | FIRST PLACE FOR YOUTH FIRST PLACE FOR YOUTH 401(K) PLAN | OAKLAND CA | 138 | $5.4M | $4K |
