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 Mutual Fund in their Schedule of Assets, totaling $304K 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 | COUGHLIN PORTER LUNDEEN COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 77 | $45.5M | $274K |
| 2 | TRUPANION MANAGERS USA, INC. TRUPANION 401(K) PLAN | SEATTLE WA | 873 | $31.1M | $30K |
