Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Emerging Markets Core Equity 2 I in their Schedule of Assets, totaling $254K 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 | D P PREISS COMPANY INC D P PREISS COMPANY INC 401K PROFIT SHARING PLAN & TRUST | RALEIGH NC | 373 | $15.0M | $175K |
| 2 | BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN | MILWAUKEE WI | 623 | $3.0M | $74K |
| 3 | PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN |
MONTGOMERY AL |
| 199 |
| $3.4M |
| $3K |
| 4 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 372 | $29.8M | $2K |