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 Institutional Class Mutual fund N/A in their Schedule of Assets, totaling $266K 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 | EXCLUSIVE RESORTS, LLC EXCLUSIVE RESORTS, LLC 401(K) PLAN | DENVER CO | 232 | $30.9M | $240K |
| 2 | COREL INC. COREL INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 147 | $33.5M | $26K |