Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dfa U.S. Sustainability Core 1 Mutual Fund in their Schedule of Assets, totaling $877K 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 | PAE CONSULTING ENGINEERS, INC. PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | PORTLAND OR | 391 | $76.0M | $632K |
| 2 | THE TOMBRAS GROUP THE TOMBRAS GROUP PROFIT SHARING/TAX DEFERRED SAVING PLAN | KNOXVILLE TN | 364 | $29.2M | $84K |
| 3 | SWISS-AMERICAN CDMO, LLC |
CARROLLTON TX |
| 233 |
| $7.2M |
| $71K |
| 4 | PHYSICIAN DIRECTED PARTNERS INC PHYSICIAN DIRECTED PARTNERS, INC. 401(K) RETIREMENT PLAN | FRANKLIN TN | 211 | $4.3M | $60K |
| 5 | MILAN EYE, LLC MILAN EYE, LLC 401(K) PLAN | CUMMING GA | 0 | $0 | $30K |
