Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional U.S. Core Equity 1 in their Schedule of Assets, totaling $312K 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 | GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS GIFT OF LIFE DONOR PROGRAM 403(B) PLAN | PHILADELPHIA PA | 336 | $71.4M | $271K |
| 2 | EVERGREEN RETIREMENT COMMUNITY, INC. EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN | OSHKOSH WI | 326 | $12.2M | $41K |
