Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 286 retirement plans report an interest in this investment, totaling $17.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: DFA Emerging Markets Value, DFA Emerging Markets Value Fund, DFA Emerging Markets Value I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $34.9M |
| 2 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $850K |
| 3 | MODEC INTERNATIONAL, INC. MODEC INTERNATIONAL, INC. 401(K) PLAN | HOUSTON TX | 280 | $128.9M | $812K |
| 4 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $644K |
| 5 | TRAVIS INDUSTRIES INC TRAVIS INDUSTRIES, INC. 401K PLAN | MUKILTEO WA | 362 | $38.1M | $487K |
| 6 | PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | PORTLAND ME | 167 | $27.0M | $426K |
| 7 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $409K |
| 8 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 691 | $74.6M | $367K |
| 9 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN | ANKENY IA | 317 | $30.6M | $328K |
| 10 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $304K |
