Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding DFA Emerging Markets Core Equity Portfolio Mutual fund -- in their Schedule of Assets, totaling $123.7M 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG PARTNERSHIP RETIREMENT (HR-10) PLAN | SECAUCUS NJ | 1,424 | $2.5B | $37.0M |
| 2 | PERATON CORP. PERATON CORP. RETIREMENT SAVINGS PLAN | RESTON VA | 18,345 | $2.5B | $28.3M |
| 3 | ERNST & YOUNG U.S. LLP ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLAN |
SECAUCUS NJ |
| 3,712 |
| $3.0B |
| $26.5M |
| 4 | ERNST & YOUNG U.S. LLP ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN | SECAUCUS NJ | 44,043 | $2.4B | $20.9M |
| 5 | J. J. KELLER & ASSOCIATES, INC. J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN | NEENAH WI | 1,840 | $173.2M | $3.9M |
| 6 | WINDHAM BRANNON, LLC WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 235 | $44.1M | $2.3M |
| 7 | MPT OPERATING PARTNERSHIP, L.P. MPT OPERATING PARTNERSHIP, L.P. 401(K) PLAN | BIRMINGHAM AL | 103 | $27.4M | $1.5M |
| 8 | BADGER PLUG COMPANY BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN | GREENVILLE WI | 174 | $38.9M | $1.3M |
| 9 | JTEKT NORTH AMERICA CORPORATION JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN | GREENVILLE SC | 4,526 | $450.5M | $856K |
| 10 | MORRIS & RITCHIE ASSOCIATES, INC. THE PSMC COMPANIES 401(K) AND PROFIT SHARING PLAN | ABINGDON MD | 848 | $71.1M | $413K |
