Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors US Core Equity in their Schedule of Assets, totaling $8.6M 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 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $7.8M |
| 2 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN | JACKSONVILLE FL | 140 | $4.2M | $815K |
