Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Emerging Markets Portfolio Inst Mutual fund in their Schedule of Assets, totaling $5.0M 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 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $2.7M |
| 2 | DATA ANALYSIS, INC. DATA ANALYSIS, INC. INVESTMENT PLAN AND TRUST | LOS ANGELES CA | 787 | $89.8M | $1.8M |
| 3 | PSG EQUITY L.L.C. PSG EQUITY L.L.C. 401(K) PLAN |
BOSTON MA |
| 187 |
| $42.6M |
| $493K |
| 4 | COOLSOFT LLC COOLSOFT LLC 401(K) PROFIT SHARING PLAN & TRUST | LOUISVILLE KY | 121 | $6.6M | $62K |
| 5 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $21K |
