Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Emerging Markets Core Equity 2 Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $838K 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 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,242 | $119.0M | $641K |
| 2 | COMBINED WELLNESS ACQUISITION CO. AND SUBSIDIARIES COMBINED WELLNESS 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 1,019 | $30.8M | $65K |
| 3 | BIGPANDA, INC. BIGPANDA, INC. 401(K) PLAN |
REDWOOD CITY CA |
| 171 |
| $11.7M |
| $62K |
| 4 | TEVA PR LLC TEVA PR LLC SAVINGS PLAN | PARSIPPANY NJ | 74 | $34.4M | $54K |
| 5 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $15K |