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 Inst " in their Schedule of Assets, totaling $3.1M 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 | LINCOLN SCHOOL LINCOLN SCHOOL 403(B) RETIREMENT PLAN | PROVIDENCE RI | 124 | $29.1M | $1.1M |
| 2 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $1.0M |
| 3 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN |
EAST GREENWICH RI |
| 82 |
| $15.2M |
| $534K |
| 4 | PROVIDENCE COUNTRY DAY SCHOOL PROVIDENCE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EAST PROVIDENCE RI | 146 | $15.3M | $478K |
