Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding DFA DFA Emerging Markets Core Equity in their Schedule of Assets, totaling $7.4M 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 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.7M |
| 2 | PULAU CORPORATION PULAU CORPORATION 401K SALARY REDUCTION PLAN | ORLANDO FL | 424 | $17.0M | $1.4M |
| 3 | REGENCY INTEGRATED HEALTH SERVICES |
VICTORIA TX |
| 9,579 |
| $13.5M |
| $790K |
| 4 | RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN | ORLANDO FL | 173 | $92.3M | $758K |
| 5 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER 401(K) PLAN | SPOKANE WA | 838 | $225.8M | $582K |
| 6 | OLIVER HEALTHCARE PACKAGING COMPANY OLIVER HEALTHCARE PACKAGING COMPANY 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 1,042 | $95.9M | $515K |
| 7 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER REPRESENTED 401(K) PLAN | SPOKANE WA | 1,447 | $226.0M | $477K |
| 8 | HUDSON AUTOMOTIVE GROUP HUDSON AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | DANIEL ISLAND SC | 3,271 | $92.3M | $307K |
| 9 | COMMUNITY WEST BANK COMMUNITY WEST BANK RETIREMENT PLAN | FRESNO CA | 345 | $44.5M | $307K |
| 10 | FARMERS ALLIANCE MUTUAL INSURANCE COMPANY FARMERS ALLIANCE COMPANIES 401(K) PLAN | MCPHERSON KS | 246 | $59.1M | $204K |
