Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Emerg Mkts Core Eqty Port Inst Mutual Fund in their Schedule of Assets, totaling $27K 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 | TRADE TRAINING COMPANY, LLC SONORAN DESERT INSTITUTE 401(K) PLAN | TEMPE AZ | 434 | $4.2M | $20K |
| 2 | BILLUPS, LLC BILLUPS 401(K) PLAN | NEW YORK NY | 132 | $11.1M | $7K |
