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 # in their Schedule of Assets, totaling $40.9M 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 | VILLAGE PRACTICE MANAGEMENT COMPANY, LLC VILLAGEMD 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 17,015 | $1.4B | $11.7M |
| 2 | WP CITYMD BIDCO, LLC SUMMIT CITY MD 401(K) PLAN | NEW YORK NY | 11,509 | $973.2M | $8.1M |
| 3 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN |
LOS ANGELES CA |
| 922 |
| $404.1M |
| $7.9M |
| 4 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM 403(B) PLAN | ST. CLOUD MN | 7,783 | $866.6M | $7.0M |
| 5 | SENSIBA LLP SENSIBA LLP 401(K) PLAN & TRUST | SAN RAMON CA | 387 | $47.6M | $1.9M |
| 6 | WESTERN HEALTH ADVANTAGE WESTERN HEALTH ADVANTAGE SAVINGS & RETIREMENT PLAN | SACRAMENTO CA | 222 | $42.2M | $932K |
| 7 | CORVESTA, INC. CORVESTA, INC. NEW COMPARABILITY CASH OR DEFERRED PROFIT SHARING PLAN | ROANOKE VA | 209 | $47.7M | $733K |
| 8 | CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR SYNCHRONYHR RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 3,313 | $95.5M | $660K |
| 9 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $450K |
| 10 | STEREOTAXIS, INC. STEREOTAXIS, INC. EMPLOYEES SAVINGS TRUST | ST. LOUIS MO | 117 | $16.8M | $387K |
