Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Emerging Markets Portfolio Institutional Class Registered investment company in their Schedule of Assets, totaling $3.9M 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 | CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 35,537 | $879.7M | $1.4M |
| 2 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $1.1M |
| 3 | GI MANAGER L.P. GI PARTNERS 401(K) PLAN |
SCOTTSDALE AZ |
| 181 |
| $63.9M |
| $760K |
| 4 | WMK INC WMK LLC 401K PROFIT SHARING PLAN & TRUST | RICHFIELD OH | 1,805 | $62.0M | $610K |
| 5 | NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN | LEHI UT | 374 | $21.9M | $14K |
| 6 | GAHH LLC GAHH LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTH HOLLYWOOD CA | 197 | $1.4M | $2K |
