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 II in their Schedule of Assets, totaling $5.9M 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 | ELLSWORTH COOPERATIVE CREAMERY ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN | ELLSWORTH WI | 242 | $13.9M | $5.8M |
| 2 | MARHOFER CHEVROLET INC. RON MARHOFER AUTO FAMILY 401(K) PLAN | STOW OH | 292 | $9.1M | $47K |
| 3 | PENINSULA COMMUNITY HEALTH SERVICES |
BREMERTON WA |
| 278 |
| $12.3M |
| $33K |
