Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Emerg Mkts Social Core Equity I DFA 0 in their Schedule of Assets, totaling $343K 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 | KIVA MICROFUNDS KIVA MICROFUNDS 401(K) PROFT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 115 | $21.2M | $143K |
| 2 | LEGAL AID OF NORTH CAROLINA INC LEGAL AID OF NORTH CAROLINA RET PLAN | RALEIGH NC | 458 | $31.9M | $111K |
| 3 | HALVIK CORP HALVIK CORP. 401(K) PLAN |
VIENNA VA |
| 352 |
| $21.0M |
| $74K |
| 4 | PEREGRINE SPORTS, LLC PEREGRINE SPORTS, LLC 401(K) PLAN | PORTLAND OR | 353 | $10.5M | $7K |
| 5 | ATTN INC ATTN INC 401(K) PLAN | LOS ANGELES CA | 123 | $5.9M | $5K |
| 6 | DALBERG GLOBAL DEVELOPMENT ADVISORS DALBERG GLOBAL DEVELOPMENT ADVISORS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 80 | $13.7M | $3K |
