Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding DFA Emerging Markets Core Eqty 2 Port DFA 0 in their Schedule of Assets, totaling $15.8M 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 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $2.1M |
| 2 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $1.7M |
| 3 | GREEN CONTRACTING COMPANY, INC. GREEN CONTRACTING COMPANY, INC. RETIREMENT SAVINGS PLAN |
BALTIMORE MD |
| 73 |
| $18.9M |
| $926K |
| 4 | QUIDDITY ENGINEERING, LLC QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 645 | $110.8M | $893K |
| 5 | ALABAMA MEDICAL GROUP P.C. ALABAMA MEDICAL GROUP 401(K) PSP | MOBILE AL | 142 | $23.8M | $841K |
| 6 | W. N. TUSCANO AGENCY, INC. W.N. TUSCANO AGENCY, INC. 401(K) SAVINGS PLAN | GREENSBURG PA | 127 | $28.9M | $810K |
| 7 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $750K |
| 8 | LOHMANN CORPORATION, U.S. LOHMANN CORPORATION U.S. 401 (K) PS PLAN | HEBRON KY | 91 | $9.9M | $589K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN | SAN DIEGO CA | 93 | $9.4M | $526K |
| 10 | FIRST INSURANCE GROUP LLC THE HARRY A KOCH CO. 401(K) PLAN | OMAHA NE | 129 | $29.4M | $511K |
