Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Emerging Markets I Mutual fund n/a in their Schedule of Assets, totaling $13.9M 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 | ROSEN'S DIVERSIFIED, INC. ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN | EAGAN MN | 3,692 | $209.7M | $11.8M |
| 2 | INTERSTATE GAS SUPPLY, LLC IGS ENERGY 401(K) PLAN | DUBLIN OH | 1,510 | $128.8M | $833K |
| 3 | BRIGHTEDGE TECHNOLOGIES, INC. BRIGHTEDGE TECHNOLOGIES, INC. 401(K) PLAN |
SAN MATEO CA |
| 282 |
| $17.1M |
| $471K |
| 4 | PUBLIC BROADCASTING OF COLORADO RETIREMENT PLAN OF PUBLIC BROADCASTING OF COLORADO, INC. | CENTENNIAL CO | 145 | $16.2M | $230K |
| 5 | LEHIGH HEAVY FORGE CORPORATION LEHIGH HEAVY FORGE CORPORATION UNION 401(K) SAVINGS PLAN & TRUST | BETHLEHEM PA | 123 | $12.1M | $158K |
| 6 | ROSEN'S DIVERSIFIED, INC. ROSEN'S DIVERSIFIED UNION EMPLOYEES 401(K) RETIREMENT PLAN | EAGAN MN | 479 | $2.6M | $147K |
| 7 | OPTOMA TECHNOLOGY, INC. OPTOMA TECHNOLOGY, INC. 401(K) PLAN | FREMONT CA | 78 | $6.7M | $87K |
| 8 | UNITED STATES SKI ASSOCIATION D/B/A U.S. SKI & SNOWBOARD U.S. SKI & SNOWBOARD 401(K) PLAN | PARK CITY UT | 171 | $12.3M | $50K |
| 9 | MENHOLT AUTOMOTIVE GROUP MENHOLT AUTOMOTIVE GROUP 401(K) PLAN | BILLINGS MT | 499 | $22.1M | $38K |
| 10 | ADVOCAP, INC. ADVOCAP, INC. RETIREMENT PLAN | FOND DU LAC WI | 158 | $8.0M | $34K |
