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 Equity 2 Mutual fund in their Schedule of Assets, totaling $3.2M 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 | MULTI-COLOR CORPORATION MULTI-COLOR 401(K) SAVINGS PLAN | BATAVIA OH | 4,946 | $466.7M | $2.1M |
| 2 | INVESTCO L.L.C RAINIER TRUST 401(K) RETIREMENT PLAN | SUMNER WA | 842 | $52.5M | $482K |
| 3 | PEOPLES SERVICES, INC. PEOPLES SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
CANTON OH |
| 717 |
| $26.3M |
| $352K |
| 4 | ATARA BIOTHERAPEUTICS, INC. ATARA BIO 401(K) PLAN | THOUSAND OAKS CA | 153 | $48.9M | $201K |
| 5 | THEORY WELLNESS INC. THEORY WELLNESS INC., 401(K) PROFIT SHARING PLAN | STONEHAM MA | 200 | $2.3M | $66K |
| 6 | BWC HOLDINGS, INC. BWC HOLDINGS, INC. 401(K) | BOSTON MA | 112 | $7.3M | $35K |
