Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Core Equity 2 Portfolio in their Schedule of Assets, totaling $987K 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 | AKTION ASSOCIATES, INC. AKTION ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | MAUMEE OH | 214 | $32.5M | $719K |
| 2 | ZEPF CENTER ZEPF CENTER RETIREMENT SAVINGS PLAN | TOLEDO OH | 424 | $22.8M | $267K |