Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors US Core Equity 2 Portfolio Institutional Fund in their Schedule of Assets, totaling $8.7M 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 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,491 | $37.9M | $8.7M |
