Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Sustainability Core 1 in their Schedule of Assets, totaling $1.2M 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 | BAFFETTO, INC. BAFFETTO, INC. 401(K) PLAN AND TRUST | SEATTLE WA | 768 | $26.9M | $1.2M |
| 2 | BATAVIA CONTAINER, INC. BATAVIA CONTAINER, INC. EMPLOYEES 401(K) PLAN | BATAVIA IL | 218 | $14.0M | $7K |
