Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding DFA: Emerging Markets Core Equity in their Schedule of Assets, totaling $59.1M 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 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $26.3M |
| 2 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM RETIREMENT PLAN | SAINT CLOUD MN | 11,676 | $1.2B | $8.6M |
| 3 | HILLSDALE COLLEGE HILLSDALE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
HILLSDALE MI |
| 836 |
| $205.4M |
| $5.2M |
| 4 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $3.0M |
| 5 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI CA | 287 | $63.1M | $1.9M |
| 6 | UPONOR NORTH AMERICA, INC. UPONOR NORTH AMERICA RETIREMENT SAVINGS AND INVESTMENT PLAN | APPLE VALLEY MN | 894 | $100.8M | $1.9M |
| 7 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $1.9M |
| 8 | BELL AND HOWELL, LLC BELL AND HOWELL 401(K) SAVINGS PLAN | DURHAM NC | 740 | $144.6M | $1.3M |
| 9 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $1.2M |
| 10 | KISMET PEO, LLC KISMET PEO 401(K) PLAN | SHARON PA | 131 | $13.8M | $978K |