Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Emerging Markets Portfolio Inst Registered Investment Company in their Schedule of Assets, totaling $661K 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 | MARATHON ASSET MANAGEMENT, LP MARATHON ASSET MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 160 | $37.9M | $421K |
| 2 | MEDRIO, INC. MEDRIO 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 112 | $11.0M | $240K |
