Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Emerging Markets Core Eq I Mutual fund in their Schedule of Assets, totaling $14.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES UA LOCAL 125 RETIREMENT SAVINGS PLAN UA LOCAL 125 RETIREMENT SAVINGS PLAN | CEDAR RAPIDS IA | 1,077 | $164.4M | $8.9M |
| 2 | FOND DU LAC REGIONAL CLINIC, S.C. FOND DU LAC REGIONAL CLINIC, S.C. 401K PROFIT SHARING PLAN | FOND DU LAC WI | 95 | $124.8M | $2.9M |
| 3 | BTIG, LLC |
SAN FRANCISCO CA |
| 585 |
| $142.2M |
| $1.5M |
| 4 | RALCO HOLDINGS, INC. THE RETIREMENT AND SAVINGS PLAN | SANTA FE SPRINGS CA | 109 | $51.7M | $644K |
| 5 | TALLAHASSEE PRIMARY CARE ASSOCIATES, PA TALLAHASSEE PRIMARY CARE ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | TALLAHASSEE FL | 131 | $23.5M | $567K |
| 6 | QED SYSTEMS, LLC QED SYSTEMS, LLC 401(K) PLAN AND TRUST | ABERDEEN PROVING GROUN MD | 298 | $16.5M | $218K |
