Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US SOCIAL CORE EQ 2 PORT in their Schedule of Assets, totaling $75K 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 | CATALYTE, INC. CATALYTE 401(K) PLAN | BALTIMORE MD | 130 | $7.7M | $38K |
| 2 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $18K |
| 3 | INNOGY E-MOBILITY US INNOGY E-MOBILITY US 401K PROFIT SHARING PLAN |
IRVINE CA |
| 101 |
| $9.1M |
| $16K |
| 4 | OASIS MEDICAL & SURGICAL WELLNES OASIS MEDICAL & SURGICAL WELLNESS GROUP LLC - 401K | GLEN ROCK NJ | 92 | $1.9M | $3K |
