Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding DFA Emerging Markets Core Equity I Registered investment company in their Schedule of Assets, totaling $8.9M 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 | TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 480 | $171.8M | $3.4M |
| 2 | WINNEBAGO INDUSTRIES, INC. WINNEBAGO INDUSTRIES, INC. PROFIT SHARING AND DEFERRED SAVINGS AND INVESTMENT PLAN | EDEN PRAIRIE MN | 5,314 | $360.9M | $999K |
| 3 | NAGRA USA, LLC |
SAN FRANCISCO CA |
| 263 |
| $101.9M |
| $854K |
| 4 | KYRIBA CORP KYRIBA 401(K) PLAN | SAN DIEGO CA | 306 | $39.2M | $779K |
| 5 | SUNPOWER CORPORATION SUNPOWER CORPORATION 401(K) SAVINGS PLAN | RICHMOND CA | 2,106 | $155.4M | $744K |
| 6 | ORTHOPEDIC & FRACTURE CLINIC, P.C. ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 184 | $47.8M | $722K |
| 7 | MILAN LASER HOLDINGS LLC MILAN HOLDINGS RETIREMENT PLAN | ELKHORN NE | 1,810 | $26.7M | $322K |
| 8 | REMITLY, INC. REMITLY, INC. 401(K) PLAN | SEATTLE WA | 792 | $57.1M | $239K |
| 9 | BEST PLUMBING SPECIALTIES, INC BEST PLUMBING SPECIALTIES PROFIT SHARING PLAN | MYERSVILLE MD | 100 | $16.8M | $216K |
| 10 | TRANSGROUP EXPRESS, LLC TRANSGROUP 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 665 | $28.3M | $159K |
