Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding DFA Emerging Markets Core Equity Fund Mutual fund in their Schedule of Assets, totaling $27.2M 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 | PALO ALTO FOUNDATION MEDICAL GROUP, INC. PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 2,064 | $2.3B | $12.5M |
| 2 | CREATIVE ARTISTS AGENCY, LLC CREATIVE ARTISTS AGENCY RETIREMENT PLAN | LOS ANGELES CA | 1,871 | $436.8M | $3.0M |
| 3 | CBOE GLOBAL MARKETS, INC. |
CHICAGO IL |
| 1,143 |
| $430.9M |
| $1.8M |
| 4 | FOUNDATION BUILDING MATERIALS, LLC FOUNDATION BUILDING MATERIALS 401(K) PROFIT SHARING PLAN AND TRUST | SANTA ANA CA | 4,938 | $241.9M | $1.6M |
| 5 | ACADEMY OF MOTION PICTURE ARTS & SCIENCES RETIREMENT PLAN FOR EMPLOYEES OF THE ACADEMY OF MOTION PICTURE ARTS & SCIENCES | BEVERLY HILLS CA | 460 | $37.9M | $1.4M |
| 6 | PALMER HOLLAND, INC. PALMER HOLLAND, INC. PROFIT SHARING PLAN & TRUST | WESTLAKE OH | 234 | $35.9M | $1.2M |
| 7 | DECKERS OUTDOOR CORPORATION DECKERS OUTDOOR CORPORATION 401(K) PLAN | GOLETA CA | 2,257 | $168.3M | $1.1M |
| 8 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $605K |
| 9 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $594K |
| 10 | ST. ANNS HOME, INC. ST. ANN'S HOME, INC. RETIREMENT PLAN | METHUEN MA | 331 | $31.6M | $535K |
