Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Emerging Market Mutual fund in their Schedule of Assets, totaling $1.0M 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 | ANDREWS MCMEEL UNIVERSAL ANDREWS MCMEEL UNIVERSAL PROFIT SHARING AND 401(K) PLAN | KANSAS CITY MO | 205 | $53.2M | $1.0M |
| 2 | SCHWARTZ BROTHERS RESTAURANTS SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST | BELLEVUE WA | 636 | $13.1M | $21K |
| 3 | TAL HOLDINGS, LLC |
VANCOUVER WA |
| 501 |
| $10.9M |
| $21K |
