Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Sust Cr 1 Fd in their Schedule of Assets, totaling $894K 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 | MED-METRIX LLC MED-METRIX 401K PLAN | PARSIPPANY NJ | 2,088 | $74.9M | $412K |
| 2 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $206K |
| 3 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN |
CHICAGO IL |
| 209 |
| $91.6M |
| $175K |
| 4 | HTT, INC. HTT, INC. 401(K) RETIREMENT PLAN | SHEBOYGAN WI | 123 | $5.6M | $99K |
| 5 | MAASS CORPORATION SPC OLIVER'S MARKET 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 662 | $31.2M | $2K |
