Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Emerging Markets Core Equity Portfolio Inst Class Mutual Fund in their Schedule of Assets, totaling $747K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONROE CAPITAL LLC MONROE CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 242 | $41.4M | $402K |
| 2 | ADVERUM BIOTECHNOLOGIES, INC. ADVERUM BIOTECHNOLOGIES, INC. 401(K) PLAN | REDWOOD CITY CA | 153 | $24.2M | $345K |
