Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Emerging Markets Fund Mutual Fund in their Schedule of Assets, totaling $55.4M 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 | LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 4,864 | $3.1B | $46.8M |
| 2 | LOGITECH INC. LOGITECH 401(K) PLAN | SAN JOSE CA | 1,170 | $360.1M | $4.1M |
| 3 | THE PROFESSIONAL BASKETBALL CLUB, LLC THE PROFESSIONAL BASKETBALL CLUB, LLC 401(K) PLAN |
OKLAHOMA CITY OK |
| 196 |
| $34.0M |
| $1.3M |
| 4 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION CASH BALANCE NON-INTEGRATED DEFINED BENEFIT PLAN | DECATUR AL | 158 | $25.7M | $1.0M |
| 5 | OMEROS CORPORATION OMEROS CORPORATION RETIREMENT PLAN | SEATTLE WA | 203 | $35.4M | $635K |
| 6 | MITCHELL SILBERBERG & KNUPP LLP MITCHELL SILBERBERG & KNUPP PROFIT SHARING PLAN | LOS ANGELES CA | 191 | $91.5M | $489K |
| 7 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN | ARLINGTON VA | 747 | $105.6M | $357K |
| 8 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN | FAIRFAX VA | 745 | $97.8M | $251K |
| 9 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION 401(K) PLAN | DECATUR AL | 178 | $13.5M | $228K |
| 10 | MITCHELL SILBERBERG & KNUPP LLP MITCHELL SILBERBERG & KNUPP 401(K) PLAN | LOS ANGELES CA | 179 | $26.9M | $126K |
