Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Emerg Mrkts Small Cap I Fd in their Schedule of Assets, totaling $1.3M 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 | MARSH, BERRY, AND COMPANY, LLC MARSH, BERRY, AND COMPANY, LLC 401(K) PROFIT SHARING PLAN | WOODMERE OH | 206 | $34.5M | $964K |
| 2 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $286K |
| 3 | ACT EDUCATION CORP. |
IOWA CITY IA |
| 786 |
| $25.7M |
| $19K |
| 4 | GREINER PACKAGING CORP. GREINER PACKAGING USA 401(K) PLAN | PITTSTON PA | 143 | $4.5M | $7K |
| 5 | PS OPERATING COMPANY LLC DBA QC SUPPLY PS OPERATING COMPANY 401(K) PLAN | SCHUYLER NE | 170 | $12.0M | $2K |
| 6 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $1K |
| 7 | EMERALD HEALTHCARE, LLC EMERALD HEALTHCARE, LLC 401(K) PLAN | VALLEY STREAM NY | 6,688 | $3.2M | $1K |
