Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding DFA Emerging Markets I Registered investment company in their Schedule of Assets, totaling $7.9M 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 | GBA RETIREMENT SERVICES, INC GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS | ATLANTA GA | — | $314.8M | $4.7M |
| 2 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $1.1M |
| 3 | SANDIA AREA FEDERAL CREDIT UNION |
ALBUQUERQUE NM |
| 144 |
| $15.9M |
| $940K |
| 4 | CELLO & MAUDRU CONSTRUCTION COMPANY, INC. CELLO & MAUDRU CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 139 | $12.5M | $203K |
| 5 | MARK MILLER HOLDINGS, LLC DBA MARK MILLER TOYOTA MARK MILLER HOLDINGS, LLC DBA MARK MILLER TOYOTA 401(K) PLAN | SALT LAKE CITY UT | 162 | $17.5M | $166K |
| 6 | COPELAND, STAIR, VALZ & LOVELL, LLP COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN | ATLANTA GA | 78 | $19.7M | $164K |
| 7 | G-PEG I LLC WINNERS CIRCLE 401K RETIREMENT PLAN | MINDEN NV | 631 | $5.7M | $141K |
| 8 | GRAPHIC SOLUTIONS GROUP, INC GRAPHIC SOLUTIONS GROUP, INC 401(K) PLAN AND TRUST AGREEMENT | DALLAS TX | 289 | $28.1M | $135K |
| 9 | PHILADELPHIA CRICKET CLUB PHILADELPHIA CRICKET CLUB 401(K) PLAN | PHILADELPHIA PA | 208 | $7.2M | $132K |
| 10 | POPHEALTHCARE, LLC POPHEALTHCARE, LLC 401(K) PLAN | FRANKLIN TN | 717 | $19.5M | $125K |
