Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Emerging Mark CorEqPort I - in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $2.3M |
| 2 | SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 325 | $96.6M | $1.8M |
| 3 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL |
PHILADELPHIA PA |
| 293 |
| $79.1M |
| $470K |
| 4 | LITTLE RED SCHOOL HOUSE LREI RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 183 | $57.4M | $461K |
| 5 | LINCOLN SCHOOL LINCOLN SCHOOL 403(B) RETIREMENT PLAN | PROVIDENCE RI | 124 | $29.1M | $348K |
| 6 | ABRAHAM JOSHUA HESCHEL SCHOOL ABRAHAM JOSHUA HESCHEL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 282 | $82.8M | $311K |
| 7 | DAVENPORT UNIVERSITY DAVENPORT UNIVERSITY RETIREMENT PLAN | GRAND RAPIDS MI | 1,506 | $164.2M | $158K |
| 8 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN | EAST GREENWICH RI | 82 | $15.2M | $124K |
| 9 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $39K |
| 10 | LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY NC | 384 | $58.0M | $6K |
