Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding DFA US CORE EQUITY 2 PORT INST in their Schedule of Assets, totaling $13.4M 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 | WALLACE, MONTGOMERY & ASSOCIATES WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 223 | $44.8M | $7.6M |
| 2 | BEST MEDICAL INTERNATIONAL, INC BEST MEDICAL INTERNATIONAL, INC.401(K) RETIREMENT TRUST | SPRINGFIELD VA | 198 | $22.1M | $1.1M |
| 3 | PURE FINANCIAL ADVISORS, LLC |
SAN DIEGO CA |
| 144 |
| $19.9M |
| $1.0M |
| 4 | TEXAS REGIONAL BANK TEXAS REGIONAL BANK 401(K) PLAN | HARLINGEN TX | 515 | $24.9M | $987K |
| 5 | COLUMBUS COMMUNITY HOSPITAL COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS TRUST | COLUMBUS TX | 179 | $10.6M | $595K |
| 6 | SALPOINTE CATHOLIC HIGH SCHOOL SALPOINTE CATHOLIC HIGH SCHOOL CASH OR DEFERRED PROFIT SHARING | TUCSON AZ | 136 | $17.8M | $545K |
| 7 | XERO, INC. XERO, INC. 401(K) PLAN | DENVER CO | 348 | $39.6M | $252K |
| 8 | CAPREIT OPERATING LIMITED PARTNE CAPREIT 401(K) PLAN | NORTH BETHESDA MD | 267 | $16.0M | $233K |
| 9 | FREEWAY MOTORS, INC. DBA UNVIERS FREEWAY MOTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 153 | $15.5M | $202K |
| 10 | TARZANA TREATMENT CENTERS, INC. TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN | TARZANA CA | 1,095 | $24.2M | $195K |
