Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA International Sustainability Core Fund Mutual Fund in their Schedule of Assets, totaling $848K 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 | CREATIVE ARTISTS AGENCY, LLC CREATIVE ARTISTS AGENCY RETIREMENT PLAN | LOS ANGELES CA | 1,871 | $436.8M | $686K |
| 2 | VETERAN PIPELINE CONSTRUCTION INC. CHARGE EPC RETIREMENT TRUST | SACRAMENTO CA | 471 | $14.7M | $100K |
| 3 | MISSION BIO, INC. MISSION BIO, INC. RETIREMENT TRUST |
SOUTH SAN FRANCISCO CA |
| 58 |
| $8.0M |
| $45K |
| 4 | ALERACARE INTERMEDIATE, LLC ALERACARE 401(K) PLAN | PHOENIX AZ | 62 | $6.8M | $17K |
