Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding DFA Emerging markets Core Equity Fund in their Schedule of Assets, totaling $122.3M 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 | ALLINA HEALTH SYSTEM ALLINA 401K RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 28,274 | $3.5B | $91.1M |
| 2 | ALLINA HEALTH SYSTEM ALLINA 403(B) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 7,491 | $902.5M | $14.5M |
| 3 | INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN |
MILPITAS CA |
| 3,569 |
| $1.7B |
| $6.0M |
| 4 | ANALOGIC CORPORATION ANALOGIC 401(K) PLAN | PEABODY MA | 563 | $179.3M | $2.5M |
| 5 | WAUPACA FOUNDRY, INC WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN | WAUPACA WI | 204 | $102.8M | $2.5M |
| 6 | THE BAMA COMPANIES, INC. BAMA PROFIT SHARING PLAN | TULSA OK | 843 | $78.2M | $1.3M |
| 7 | AXLEY BRYNELSON, LLP AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN | MADISON WI | 114 | $92.0M | $944K |
| 8 | MONARCH CASINO & RESORT, INC. MONARCH CASINO & RESORT, INC. 401K PLAN | RENO NV | 3,378 | $43.0M | $637K |
| 9 | ALGOOD FOOD COMPANY ALGOOD 401(K) PLAN | LOUISVILLE KY | 375 | $16.0M | $485K |
| 10 | PSIQUANTUM CORP. PSIQUANTUM 401(K) PLAN | PALO ALTO CA | 320 | $26.2M | $367K |
