Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Sustainability Core 1 Portfolio Mutual fund in their Schedule of Assets, totaling $65K 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 | FIRST PLACE FOR YOUTH FIRST PLACE FOR YOUTH 401(K) PLAN | OAKLAND CA | 138 | $5.4M | $35K |
| 2 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $30K |
