Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dfa Emerging Markets Core Equity Portfolio Institutional Class in their Schedule of Assets, totaling $14.6M 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 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN | DURHAM NC | 5,395 | $1.4B | $9.1M |
| 2 | KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST | ADRIAN MI | 222 | $41.2M | $1.8M |
| 3 |
CINCINNATI OH |
| 3,628 |
| $173.3M |
| $1.2M |
| 4 | INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE AL | 340 | $32.2M | $529K |
| 5 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $520K |
| 6 | AMERICANTCS FIDUCIARY SERVICES, LLC AMERICAS 403B PEP | PITTSBURGH PA | 1,418 | $73.2M | $458K |
| 7 | TRAVCORP USA, INC. TRAVCORP USA 401(K) SAVINGS & RETIREMENT PLAN | COSTA MESA CA | 489 | $33.6M | $415K |
| 8 | ALTO PHARMACY LLC ALTO PHARMACY 401(K) PLAN | SAN FRANCISCO CA | 551 | $23.7M | $218K |
| 9 | EMJ CORPORATION EMJ CORPORATION RETIREMENT PLAN | CHATTANOOGA TN | 197 | $24.0M | $174K |
| 10 | LUMBEE GUARANTY BANK LUMBEE GUARANTY BANK EMPLOYEES' PENSION PLAN | PEMBROKE NC | 26 | $7.3M | $129K |
