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 Portfolio Fund Mutual Fund in their Schedule of Assets, totaling $339K 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 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA | 217 | $23.0M | $222K |
| 2 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO CA | 270 | $13.6M | $117K |
