Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Emerging Markets Core Equity Portfolio Institutional Mutual Fund in their Schedule of Assets, totaling $233K 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 | CSS FARMS, LLC CSS FARMS, LLC 401K PLAN | KEARNEY NE | 299 | $17.7M | $120K |
| 2 | GENERATE CAPITAL, PBC GENERATE CAPITAL INC. 401(K) PLAN | SAN FRANCISCO CA | 250 | $25.4M | $111K |
| 3 | APPOLO HEATING, INC. APPOLO HEATING, INC. 401(K) PROFIT SHARING PLAN |
SCHENECTADY NY |
| 84 |
| $4.6M |
| $1K |
