Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dfa Emerging Markets Core Equity I Mutual Funds in their Schedule of Assets, totaling $6.9M 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 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $2.4M |
| 2 | BERKELEY BOWL PRODUCE INC BERKELEY BOWL PRODUCE INC 401K PROFIT SHARING PLAN | BERKELEY CA | 544 | $37.4M | $2.0M |
| 3 | RMF ENGINEERING, INC. RMF ENGINEERING, INC. 401(K) PLAN |
BALTIMORE MD |
| 289 |
| $68.0M |
| $923K |
| 4 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $436K |
| 5 | GRAHAM GROUP (US) INC. GRAHAM GROUP US 401(K) PLAN | SEATTLE WA | 192 | $58.3M | $387K |
| 6 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $309K |
| 7 | HELICAL DRILLING, INC. HELICAL DRILLING 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 95 | $12.0M | $232K |
| 8 | CACHE VALLEY BANK CACHE VALLEY BANK EMPLOYEE 401(K) PROFIT SHARING PLAN | LOGAN UT | 325 | $22.4M | $193K |
| 9 | HEALTH AND LIFE ORGANIZATION INC HALO 401K PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 207 | $7.0M | $28K |
| 10 | PEREIRA & O'DELL LLC PEREIRA & O'DELL 401(K) PLAN | SAN FRANCISCO CA | 90 | $12.4M | $10K |
