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 I in their Schedule of Assets, totaling $6.9M 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 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $4.2M |
| 2 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $2.6M |
| 3 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN |
NEW ORLEANS LA |
| 646 |
| $474.3M |
| $54K |
