Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA US Core Equity 1 Port Instl Registered Investment Company in their Schedule of Assets, totaling $518K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH FORTY GROUP, LLC NORTH FORTY 401(K) PLAN | SEATTLE WA | 186 | $10.6M | $518K |
