Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA U.S. Core Equity II Fund Instl DFA 0 in their Schedule of Assets, totaling $23.7M 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 | IN-DEPTH ENGINEERING CORPORATION IN-DEPTH ENGINEERING RETIREMENT PLAN | FAIRFAX VA | 193 | $36.1M | $11.0M |
| 2 | DYNAMIC DIES, INC. THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUST | HOLLAND OH | 150 | $18.3M | $7.6M |
| 3 | GREEN CONTRACTING COMPANY, INC. |
BALTIMORE MD |
| 73 |
| $18.9M |
| $3.0M |
| 4 | LOUWS TRUSS, INC. LOUWS TRUSS, INC 401(K) | FERNDALE WA | 112 | $3.1M | $897K |
| 5 | TRIBRIDGE RESIDENTIAL, LLC TRIBRIDGE RESIDENTIAL 401(K) PLAN | ATLANTA GA | 205 | $9.9M | $530K |
| 6 | LIDS HOLDINGS INC. LIDS 401(K) SALARY DEFERRAL PLAN | INDIANAPOLIS IN | 1,527 | $14.5M | $421K |
| 7 | ANKENY GLASS THE KITCHEN & BATH COMPANY 401(K) PLAN | ANKENY IA | 115 | $1.3M | $161K |
| 8 | NEW ENGLAND INPATIENT SPECIALISTS, LLC NEW ENGLAND INPATIENT SPECIALISTS, LLC EMPLOYEES SAVINGS TRUST | NORTH ANDOVER MA | 135 | $15.9M | $63K |
| 9 | PRIME 8 LLC PRIME 8 CONSULTING 401(K) PLAN | BELLEVUE WA | 165 | $9.6M | $25K |
| 10 | KOLMAC ACQUISITION, LLC KOLMAC 401(K) PLAN | BURTONSVILLE MD | 165 | $2.8M | $8K |
