Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional US Core Equity II Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST | WESTBROOK CT | 191 | $8.7M | $786K |
| 2 | THRIFT BOOKS GLOBAL, LLC THRIFTBOOKS 401(K) PLAN | TUKWILA WA | 761 | $7.6M | $262K |
