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 I in their Schedule of Assets, totaling $2.1M 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 | WESTWOOD PROFESSIONAL SERVICES, INC. WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | PLANO TX | 1,590 | $200.9M | $2.1M |
| 2 | COOPERATIVA DE AHORRO Y CREDITO ORIENTAL COOPERATIVA DE AHORRO Y CREDITO ORIENTAL RETIREMENT PLAN | HUMACAO PR | 121 | $6.2M | $10K |
