Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Intl Sustainability Core 1 in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE IL | 146 | $9.1M | $863K |
| 2 | HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA FL | 540 | $36.3M | $323K |
| 3 | SUPPLYCORE INC. SUPPLYCORE INC. 401(K) PROFIT SHARING PLAN |
ROCKFORD IL |
| 164 |
| $16.1M |
| $1K |
