Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional US Core Exchange-Traded Fund in their Schedule of Assets, totaling $639K 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 | BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN | PORTLAND OR | 86 | $15.8M | $309K |
| 2 | ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP NOI PROFIT SHARING PLAN | NEWPORT BEACH CA | 149 | $3.1M | $257K |
| 3 | INNOVATIVE HEALTH MANAGEMENT PARTNER LLC |
NEWPORT BEACH CA |
| 131 |
| $3.0M |
| $74K |
