Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding DFA US Sustainability Core 1 in their Schedule of Assets, totaling $5.8M 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 | RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | SOMERSET NJ | 183 | $54.1M | $2.2M |
| 2 | ELGRON, INC. ELGRON, INC. 401(K) PLAN | CHICAGO IL | 105 | $21.7M | $838K |
| 3 | BARNARD COLLEGE BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES |
NEW YORK NY |
| 335 |
| $52.9M |
| $667K |
| 4 | AYAR LABS INC AYAR LABS 401(K) PLAN | SAN JOSE CA | 144 | $15.5M | $396K |
| 5 | SILICON VALLEY MEDICAL DEVELOPMENT, LLC SILICON VALLEY MEDICAL DEVELOPMENT, LLC 401(K) PLAN | LOS GATOS CA | 324 | $6.4M | $268K |
| 6 | HUMANE SOCIETY OF HURON VALLEY HUMANE SOCIETY OF HURON VALLEY 401K PROFIT SHARING PLAN TRUST | ANN ARBOR MI | 130 | $4.8M | $257K |
| 7 | BUCK DESIGN, LLC BUCK DESIGN, LLC. 401(K) PENSION PLAN | LOS ANGELES CA | 378 | $20.9M | $233K |
| 8 | BERLIN ROSEN LTD. BERLIN ROSEN LTD. 401K P/S PLAN | NEW YORK NY | 393 | $21.0M | $188K |
| 9 | INOVA DIAGNOSTICS, INC. INOVA DIAGNOSTICS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 320 | $33.2M | $159K |
| 10 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $139K |
