Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA U.S. Core Equity II Fund Instl DFA 0 in their Schedule of Assets, totaling $20.2M 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 | 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 | LOUWS TRUSS, INC. LOUWS TRUSS, INC 401(K) |
FERNDALE WA |
| 112 |
| $3.1M |
| $897K |
| 4 | LIDS HOLDINGS INC. LIDS 401(K) SALARY DEFERRAL PLAN | INDIANAPOLIS IN | 1,527 | $14.5M | $421K |
| 5 | ANKENY GLASS THE KITCHEN & BATH COMPANY 401(K) PLAN | ANKENY IA | 115 | $1.3M | $161K |
| 6 | THE CHILDREN'S GUILD, INC. THE CHILDREN'S GUILD, INC 403(B) PLAN | BALTIMORE MD | 451 | $9.3M | $71K |
| 7 | NEW ENGLAND INPATIENT SPECIALISTS, LLC NEW ENGLAND INPATIENT SPECIALISTS, LLC EMPLOYEES SAVINGS TRUST | NORTH ANDOVER MA | 135 | $15.9M | $63K |
| 8 | KOLMAC ACQUISITION, LLC KOLMAC 401(K) PLAN | BURTONSVILLE MD | 165 | $2.8M | $8K |
| 9 | INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN CENTERS 401(K) PLAN | TUCSON AZ | 843 | $18.3M | $2K |
