Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Emerging Markets Core Equity Mutual fund n/a in their Schedule of Assets, totaling $2.5M 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 | SBC, INC. SBC 401(K) PLAN AND TRUST | BOZEMAN MT | 98 | $12.7M | $980K |
| 2 | RIVERSIDE TECHNOLOGIES, INC. RTI 401(K) PLAN | OMAHA NE | 302 | $18.2M | $745K |
| 3 | SOLUTION SERVICES, INC. SOLUTION SERVICES, INC. 401(K) SAVINGS & RETIREMENT PLAN |
| 365 |
| $9.0M |
| $273K |
| 4 | ARCHER AVIATION INC. ARCHER AVIATION 401(K) PLAN | SAN JOSE CA | 709 | $47.4M | $255K |
| 5 | PBMARES LLP PBMARES 401(K) PLAN | NEWPORT NEWS VA | 405 | $65.8M | $245K |
| 6 | THE MATTHEWS GROUP, INC. THE MATTHEWS GROUP RETIREMENT PLAN | PURCELLVILLE VA | 134 | $12.2M | $11K |
| 7 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $6K |
