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 Registered investment companies in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $3.8M |
| 2 | KORBER SUPPLY CHAIN US, INC. KORBER SUPPLY CHAIN US, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 539 | $75.6M | $133K |
| 3 | EFFINGHAM MACHINING & ASSEMBLY COMPONENTS, INC. |
EFFINGHAM IL |
| 150 |
| $13.9M |
| $82K |
