Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Sustainability Core 1 - in their Schedule of Assets, totaling $21.0M 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 | FIG LLC FIG LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 757 | $393.8M | $10.3M |
| 2 | GONZAGA UNIVERSITY GONZAGA UNIVERSITY 403(B) RETIREMENT PLAN | SPOKANE WA | 2,311 | $521.5M | $7.2M |
| 3 | CHATHAM UNIVERSITY CHATHAM UNIVERSITY DEFINED CONTRIBUTION PLAN |
PITTSBURGH PA |
| 334 |
| $97.0M |
| $1.2M |
| 4 | WEBSTERROGERS, LLP WEBSTERROGERS LLP 401(K) PLAN & TRUST | FLORENCE SC | 117 | $23.7M | $1.0M |
| 5 | TAO GROUP OPERATING, LLC TAO GROUP OPERATING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 3,013 | $26.1M | $915K |
| 6 | ALTA SKI LIFTS COMPANY DBA ALTA SKI AREA ALTA SKI LIFTS COMPANY RETIREMENT PLAN | ALTA UT | 230 | $4.8M | $236K |
| 7 | ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST RETIREMENT PLAN | MONTEZUMA NM | 174 | $10.2M | $47K |
| 8 | ST. PAUL'S EPISCOPAL HOME, INC. ST. PAUL'S EPISCOPAL HOME'S EMPLOYEE RETIREMENT PLAN | SAN DIEGO CA | 752 | $23.2M | $41K |
