Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Sustainability Core 1 Portfl I DFA 0 in their Schedule of Assets, totaling $591K 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 | COMMUNITY CHANGE COMMUNITY CHANGE RETIREMENT PLAN | FREDERICKSBURG VA | 103 | $18.1M | $434K |
| 2 | LEAGUE OF CONSERVATION VOTERS, INC. LEAGUE OF CONSERVATION VOTERS, INC. 401K PLAN | WASHINGTON DC | 272 | $22.0M | $116K |
| 3 | AMBULNZ HOLDINGS, LLC DOCGO 401(K) PLAN |
NEW YORK NY |
| 3,223 |
| $23.8M |
| $39K |
| 4 | PEREGRINE SPORTS, LLC PEREGRINE SPORTS, LLC 401(K) PLAN | PORTLAND OR | 353 | $10.5M | $1K |