Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund in their Schedule of Assets, totaling $13.0M 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 | MOTIVA ENTERPRISES LLC MOTIVA 401(K) AND SAVINGS PLAN | HOUSTON TX | 2,526 | $887.8M | $12.9M |
| 2 | UNITY HEALTH CARE, INC. UNITY HEALTH CARE, INC. 403(B) PLAN | WASHINGTON DC | 771 | $58.0M | $152K |
