Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dfa U.S. Core Equity Ii Fund Instl Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | $2.9M |
| 2 | HBW PROPERTIES, INC. DBA HBW GROUP HBW 401(K) PLAN | ROCKVILLE MD | 88 | $12.2M | $2K |
