Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dfa Emerg Mkt Core Eqty I Fd Mutual Fund in their Schedule of Assets, totaling $696K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HUBER + SUHNER NORTH AMERICA CORPORATION HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN | CHARLOTTE NC | 174 | $43.8M | $222K |
| 2 | NORTHWINDS TECHNOLOGY SOLUTIONS LLC NORTHWINDS TECHNOLOGY SOLUTIONS RETIREMENT PLAN | STEVENS POINT WI | 232 | $57.7M | $214K |
| 3 | DELTA DENTAL OF WISCONSIN, INC. |
STEVENS POINT WI |
| 374 |
| $73.9M |
| $201K |
| 4 | SOUTH EVERSON LUMBER COMPANY INC. SOUTH EVERSON LUMBER COMPANY INC. 401(K) SAVINGS PLAN | EVERSON WA | 115 | $5.8M | $59K |
