Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA U.S. Core Equity 1 Portfolio Institutional Class Mutual Fund in their Schedule of Assets, totaling $11.7M 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 | BARGREEN-ELLINGSON, INC. BARGREEN-ELLINGSON, INC. 401(K) PLAN | TACOMA WA | 709 | $61.3M | $11.2M |
| 2 | OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 106 | $33.5M | $412K |
| 3 | MOSSER COMPANIES, INC MOSSER COMPANIES 401(K) PLAN |
SAN FRANCISCO CA |
| 190 |
| $2.7M |
| $60K |
