Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Sustainability Core 1 Mutual Funds in their Schedule of Assets, totaling $107K 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 | CARSON GROUP HOLDINGS, LLC CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 416 | $40.2M | $60K |
| 2 | NETWORK FOR TEACHING ENTREPRENEURSHIP NETWORK FOR TEACHING ENTREPRENEURSHIP INC. 403(B) PLAN | NEW YORK NY | 58 | $7.7M | $48K |
