Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Emerging Markets Mutual Funds in their Schedule of Assets, totaling $841K 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 | THE HARFORD MUTUAL INSURANCE COMPANY THE HARFORD MUTUAL INSURANCE GROUP RETIREMENT SAVINGS PLAN | BEL AIR MD | 265 | $59.8M | $461K |
| 2 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $341K |
| 3 | SAFZONE FIELD SERVICES LLC |
SAN ANTONIO TX |
| 52 |
| $994K |
| $38K |
| 4 | KEHE MONTERREY PROVISIONS, LLC KEHE MONTERREY PROVISIONS LLC 401(K)PLAN | SAN DIEGO CA | 124 | $1.2M | $2K |
