Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA EMERG MRKTS VAL PORT INST in their Schedule of Assets, totaling $567K 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 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $160K |
| 2 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $124K |
| 3 | SEIU HEALTHCARE 1199NW |
KENT WA |
| 122 |
| $14.0M |
| $111K |
| 4 | JUMPSTART FOR YOUNG CHILDREN INC JUMPSTART FOR YOUNG CHILDREN INC EMPLOYEES SAVINGS TRUST | BOSTON MA | 67 | $7.5M | $59K |
| 5 | CENTURION AMERICAN DEVELOPMENT G CENTURION AMERICAN DEVELOPMENT GROUP 401(K) PLAN | FARMERS BRANCH TX | 111 | $5.2M | $42K |
| 6 | TQI SOLUTIONS, INC. TQI SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 177 | $10.0M | $22K |
| 7 | BENTEK CORPORATION BENTEK CORPORATION INC. 401K PLAN | SAN JOSE CA | 146 | $8.8M | $21K |
| 8 | ART GUILD OF PHILADELPHIA, INC. ART GUILD, INC. RETIREMENT SAVINGS PLAN | WEST DEPTFORD NJ | 172 | $13.9M | $19K |
| 9 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $5K |
| 10 | PUTTSHACK USA INC. PUTTSHACK USA INC. 401(K) PLAN | CHICAGO IL | 1,063 | $6.4M | $2K |
