Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Emerging Markets Core Equity Portfolio Fund Mutual fund in their Schedule of Assets, totaling $1.4M 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 | DOREL JUVENILE GROUP, INC. DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES | COLUMBUS IN | 229 | $33.0M | $648K |
| 2 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA | 217 | $23.0M | $234K |
| 3 | ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY, |
SAN JOSE CA |
| 255 |
| $17.5M |
| $182K |
| 4 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO CA | 270 | $13.6M | $151K |
| 5 | SKOOKUM EDUCATIONAL PROGRAMS SKOOKUM 401(K) RETIREMENT PLAN | BREMERTON WA | 1,399 | $51.5M | $109K |
| 6 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $58K |
| 7 | INVISO CORP. INVISO CORP. 401(K) PLAN | BELLEVUE WA | 78 | $12.2M | $42K |
| 8 | MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. MDVA LOCAL 463 401(K) PLAN | HERNDON VA | 137 | $4.1M | $18K |
| 9 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS RETIREMENT PLAN | ATWATER CA | 1,141 | $52.8M | $6K |
