Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Emerging Markets Core Equity Portfolio Institutional 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 | ROTARY INTERNATIONAL ROTARY INTERNATIONAL 401(K) PLAN | EVANSTON IL | 588 | $170.4M | $2.4M |
| 2 | 21ST CENTURY SOFTWARE TECHNOLOGIES, INC. THE 21ST CENTURY 401(K) PLAN | BOSTON MA | 108 | $13.7M | $93K |
| 3 | PITTSBURG TANK & TOWER CO., INC. PITTSBURG TANK & TOWER CO., INC. RETIREMENT PLAN |
HENDERSON KY |
| 373 |
| $2.3M |
| $10K |
| 4 | STAMFORD EMPLOYMENT SERVICES, LLC STAMFORD MARRIOTT 401(K) SAVINGS PLAN | STAMFORD CT | 155 | $4.9M | $5K |