Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA U.S. Sustainability Core 1 Mutual Funds ^ in their Schedule of Assets, totaling $63K 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 | SURGICAL REFERRAL SERVICES, LTD. SURGICAL REFERRAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN | BANNOCKBURN IL | 249 | $22.9M | $63K |
