Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Sustainable Core Mutual Fund in their Schedule of Assets, totaling $77K 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 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 258 | $24.2M | $73K |
| 2 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 240 | $17.7M | $4K |
