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 INSTL Registered investment company in their Schedule of Assets, totaling $2.4M 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 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $2.4M |
| 2 | CORE ELECTRIC COOPERATIVE CORE ELECTRIC COOPERATIVE 401(K) PLAN | SEDALIA CO | 296 | $39.7M | $90K |
