Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Dfa DFA Emerging Markets Core Equity I in their Schedule of Assets, totaling $12.3M 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 | LISI HOLDING NORTH AMERICA, INC. LISI COMPANIES 401(K) PLAN | TORRANCE CA | 1,870 | $142.8M | $5.0M |
| 2 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $1.8M |
| 3 | AMERICAN ENTERPRISE INSTITUTE RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH |
WASHINGTON DC |
| 359 |
| $100.3M |
| $702K |
| 4 | HERITAGE OPERATIONS GROUP, LLC HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN | BLOOMINGTON IL | 567 | $20.8M | $694K |
| 5 | FEDERATION OF STATE MEDICAL BOARDS OF THE UNITED STATES, INC. THE FEDERATION OF STATE MEDICAL BOARDS THRIFT RETIREMENT PLAN | EULESS TX | 157 | $44.3M | $626K |
| 6 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $626K |
| 7 | UNITED BANKERS' BANCORPORATION, INC. UNITED BANKERS BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 143 | $24.3M | $434K |
| 8 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $414K |
| 9 | TRYON MEDICAL PARTNERS, PLLC TRYON MEDICAL PARTNERS 401(K) RETIREMENT PLAN | CHARLOTTE NC | 454 | $52.5M | $335K |
| 10 | SHOP ARCHITECTS, INC SHOP ARCHITECTS 401(K) PLAN | NEW YORK NY | 106 | $11.5M | $269K |
