Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Core Equity 2 I in their Schedule of Assets, totaling $17.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADRIAN STEEL COMPANY ADRIAN STEEL COMPANY 401(K) PLAN | ADRIAN MI | 799 | $63.0M | $13.2M |
| 2 | TRONAIR, INC. TRONAIR, INC. 401(K) RETIREMENT PLAN | SWANTON OH | 337 | $19.3M | $2.1M |
| 3 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN |
FLUSHING NY |
| 845 |
| $53.9M |
| $1.4M |
| 4 | OSP, LLC OSP LLC 401K PLAN TRUST | EDINA MN | 213 | $21.2M | $350K |
