Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding DFA Emerging Markets Portfolio Institutional Class Mutual fund - in their Schedule of Assets, totaling $3.1M 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 | LECHASE CONSTRUCTION SERVICES, LLC LECHASE COMPANIES 401(K) SALARY SAVINGS TRUST | ROCHESTER NY | 547 | $100.9M | $1.5M |
| 2 | VENERABLE HOLDINGS, INC. VENERABLE 401K SAVINGS PLAN | WEST CHESTER PA | 434 | $87.7M | $939K |
| 3 | WILSON & MUIR BANCORP, INC. WILSON & MUIR BANCORP, INC. 401(K) & PROFIT SHARING PLAN |
BARDSTOWN KY |
| 144 |
| $23.1M |
| $287K |
| 4 | ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 252 | $6.9M | $115K |
| 5 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $77K |
| 6 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $75K |
| 7 | MANOS USA LLC MANOS USA LLC 401(K) PROFIT SHARING PAN & TRUST | — | 91 | $4.8M | $56K |
| 8 | HEALTH PLUS MANAGEMENT LLC HEALTH PLUS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | UNIONDALE NY | 306 | $3.3M | $44K |
| 9 | RETIREMENT UNLIMITED, INC. RETIREMENT UNLIMITED 401(K) PLAN | ROANOKE VA | 1,190 | $13.3M | $41K |
| 10 | HATALOM CORPORATION HATALOM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO FL | 178 | $3.7M | $12K |
