Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding DFA Emerging Markets Core Eqty 2 Port DFA 0 in their Schedule of Assets, totaling $12.1M 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 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $2.1M |
| 2 | QUIDDITY ENGINEERING, LLC QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 645 | $110.8M | $893K |
| 3 | ALABAMA MEDICAL GROUP P.C. ALABAMA MEDICAL GROUP 401(K) PSP |
MOBILE AL |
| 142 |
| $23.8M |
| $841K |
| 4 | W. N. TUSCANO AGENCY, INC. W.N. TUSCANO AGENCY, INC. 401(K) SAVINGS PLAN | GREENSBURG PA | 127 | $28.9M | $810K |
| 5 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $750K |
| 6 | FIRST INSURANCE GROUP LLC THE HARRY A KOCH CO. 401(K) PLAN | OMAHA NE | 129 | $29.4M | $511K |
| 7 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN | GOSHEN IN | 393 | $61.4M | $487K |
| 8 | EASTERN NEPHROLOGY ASSOCIATES PLLC EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN | GREENVILLE NC | 205 | $38.0M | $472K |
| 9 | COLUMBIA PACIFIC ADVISORS, LLC THE COLUMBIA PACIFIC 401(K) PLAN | SEATTLE WA | 66 | $14.2M | $423K |
| 10 | SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM MO | 147 | $8.4M | $416K |
