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 I Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | SUMMIT PHYSICIAN SPECIALISTS, P.C. SUMMIT PHYSICIAN SPECIALISTS RETIREMENT PLAN | MURRAY UT | 122 | $82.7M | $966K |
| 2 | TRUSTARC, INC. TRUSTARC 401(K) PLAN | WALNUT CREEK CA | 55 | $12.4M | $330K |
| 3 | MAINVUE HOMES, LLC MAINVUE HOMES, LLC 401(K) PLAN |
KIRKLAND WA |
| 95 |
| $5.6M |
| $3K |
