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 Portfolio Institutional Class " in their Schedule of Assets, totaling $12.9M 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 | KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST | ADRIAN MI | 222 | $41.2M | $11.0M |
| 2 | INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE AL | 340 | $32.2M | $1.9M |
