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 Portfolio in their Schedule of Assets, totaling $12.7M 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 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $10.5M |
| 2 | SL GREEN REALTY CORP SL GREEN REALTY CORP 401(K) PLAN | NEW YORK NY | 519 | $107.1M | $1.2M |
| 3 | STUDENT CONSERVATION ASSOCIATION INC. STUDENT CONSERVATION ASSOCIATION INC. 403B PLAN |
ARLINGTON VA |
| 468 |
| $11.1M |
| $585K |
| 4 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $336K |
