Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA Emerging Markets Core Equity Portfolio " in their Schedule of Assets, totaling $19.3M 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 | WP CITYMD BIDCO, LLC SUMMIT CITY MD 401(K) PLAN | NEW YORK NY | 11,509 | $973.2M | $8.1M |
| 2 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $7.9M |
| 3 | SENSIBA LLP SENSIBA LLP 401(K) PLAN & TRUST |
SAN RAMON CA |
| 387 |
| $47.6M |
| $1.9M |
| 4 | CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR SYNCHRONYHR RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 3,313 | $95.5M | $660K |
| 5 | CROWN CORK & SEAL COMPANY, INC. CROWN CORK & SEAL COMPANY, INC. RETIREMENT THRIFT PLAN | YARDLEY PA | 2,065 | $180.0M | $233K |
| 6 | ALLIANCE MEDICAL CENTER, INC. ALLIANCE MEDICAL CENTER, INC. 403(B) PLAN | HEALDSBURG CA | 176 | $9.1M | $133K |
| 7 | ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 130 | $16.4M | $127K |
| 8 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $87K |
| 9 | HANSEN PLASTICS CORPORATION HANSEN PLASTICS CORPORATION 401(K) PLAN | ELGIN IL | 92 | $2.5M | $78K |
| 10 | BRUCKNER TRUCK SALES, INC. BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN | AMARILLO TX | 1,470 | $112.9M | $50K |
