Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party-In- Identity of Party Involved and Current Interest Description of Investment Cost Value Mutual Funds, at Fair Value Dimensional US Core Equity Fund II in their Schedule of Assets, totaling $11.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KEMPER CPA GROUP LLP KEMPER CPA GROUP LLP EMPLOYEES PROFIT SHARING PLAN | ROBINSON IL | 360 | $80.6M | $11.6M |
