Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding DFA Emerging Markets Core Eq Registered Investment Company in their Schedule of Assets, totaling $37.9M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $10.3M |
| 2 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $9.1M |
| 3 | DUANE MORRIS LLP |
PHILADELPHIA PA |
| 455 |
| $338.0M |
| $6.2M |
| 4 | SUSMAN GODFREY L.L.P. SUSMAN GODFREY 401(K)/RETIREMENT SAVINGS PLAN | HOUSTON TX | 365 | $229.8M | $2.8M |
| 5 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $2.2M |
| 6 | A.W. HOLDINGS LLC D/B/A BENCHMARK HUMAN SERVICES AWS 401(K) PROFIT SHARING PLAN | FORT WAYNE IN | 2,562 | $35.4M | $1.9M |
| 7 | UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING PA | 472 | $200.0M | $1.4M |
| 8 | WYRICK ROBBINS YATES & PONTON LLP WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN | RALEIGH NC | 174 | $101.7M | $1.3M |
| 9 | PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN | SEATTLE WA | 495 | $34.9M | $1.2M |
| 10 | KRAFTCPAS PLLC KRAFTCPAS PLLC RETIREMENT SAVINGS PLAN | NASHVILLE TN | 210 | $36.9M | $1.1M |
