Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Dfa Emerging Markets Core Equity Mutual Fund in their Schedule of Assets, totaling $14.4M 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 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION PENSION PLAN | BETHPAGE NY | 152 | $113.6M | $4.8M |
| 2 | BROWN DISTRIBUTING COMPANY, LTD 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | AUSTIN TX | 448 | $38.6M | $1.6M |
| 3 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. |
BRISTOL RI |
| 120 |
| $23.9M |
| $1.2M |
| 4 | ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE NY | 3,057 | $228.2M | $1.0M |
| 5 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $913K |
| 6 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 97 | $43.5M | $810K |
| 7 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $604K |
| 8 | ATLANTA HEART SPECIALISTS, LLC ATLANTA HEART SPECIALISTS, LLC 401(K) PLAN | TUCKER GA | 105 | $20.5M | $595K |
| 9 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | AUSTIN TX | 203 | $16.0M | $517K |
| 10 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $465K |
