Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Emerging Markets Core Equity Portfolio Mutual funds in their Schedule of Assets, totaling $1.2M 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 | SITELOGIQ, INC SITELOGIQ, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 477 | $44.6M | $431K |
| 2 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $343K |
| 3 | COHEN HOLDINGS, INC. COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST |
MIDDLETOWN OH |
| 313 |
| $20.6M |
| $176K |
| 4 | FOUR WINDS HEALTH, LLC FOUR WINDS HEALTH RETIREMENT PLAN | ATLANTA GA | 2,174 | $17.9M | $110K |
| 5 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST | BELCAMP MA | 237 | $15.2M | $94K |
| 6 | GREENWASTE RECOVERY, LLC GREENWASTE RECOVERY, LLC RETIREMENT PLAN | SAN JOSE CA | 882 | $61.8M | $25K |