Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Emerging Markets I Pooled separate account in their Schedule of Assets, totaling $1.1M 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 | STEVENS COMPANIES 401(K) PLAN & TRU STEVENS COMPANIES 401(K) PLAN & TRUST | DALLAS TX | 1,808 | $23.3M | $486K |
| 2 | US HEALTHCONNECT, INC. US HEALTHCONNECT, INC. 401(K) PLAN | FT WASHINGTON PA | 305 | $26.2M | $377K |
| 3 | SAMSON ELECTRIC, INC. SAMSON ELECTRIC, INC. PROFIT SHARING PLAN AND TRUST |
FAIRBANKS AK |
| 102 |
| $22.6M |
| $122K |
| 4 | SPRINGHILL MEDICAL SERVICES INC. SPRINGHILL MEDICAL SERVICES INC. 401K SAVINGS PLAN | SPRINGHILL LA | 188 | $16.2M | $114K |