Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA U.S. Vector Equity I Mutual fund in their Schedule of Assets, totaling $919K 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 | HELIX ENVIRONMENTAL PLANNING HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST | LA MESA CA | 248 | $18.9M | $446K |
| 2 | MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE IN | 653 | $17.0M | $355K |
| 3 | PINNACLE MEP INTERMEDIATE HOLDCO LLC |
ST. CLAIRE SHORES MI |
| 440 |
| $15.4M |
| $80K |
| 4 | INGO MONEY, INC INGO MONEY, INC 401(K) PLAN | ALPHARETTA GA | 208 | $14.1M | $31K |
| 5 | ASEKO, INC. DBA GLYTEC ASEKO, INC. 401(K) PLAN | BOSTON MA | 78 | $7.8M | $4K |
| 6 | HALO NETWORK HALO NETWORK 403(B) ERISA PLAN | AMITYVILLE NY | 156 | $1.3M | $3K |
