Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Core Equity Fund in their Schedule of Assets, totaling $2.8M 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 | STEREOTAXIS, INC. STEREOTAXIS, INC. EMPLOYEES SAVINGS TRUST | ST. LOUIS MO | 117 | $16.8M | $1.8M |
| 2 | AMERICAN LUNG ASSOCIATION AMERICAN LUNG ASSOCIATION 401(K) PLAN | CHICAGO IL | 452 | $42.7M | $791K |
| 3 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN |
SANTA BARBARA CA |
| 225 |
| $17.3M |
| $174K |
