Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Emerging Markets Portfolio Mutual fund in their Schedule of Assets, totaling $6.7M 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 | THALES USA, INC. THALES INCENTIVE 401(K) SAVINGS PLAN | ARLINGTON VA | 4,907 | $1.6B | $4.8M |
| 2 | SITECORE USA, INC. SITECORE USA, INC. 401(K) PLAN & TRUST | SAN FRANCISCO CA | 350 | $61.1M | $737K |
| 3 | SAN FRANCISCO OPERA ASSOCIATION SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN |
SAN FRANCISCO CA |
| 445 |
| $40.5M |
| $344K |
| 4 | SWA GROUP SWA GROUP EMPLOYEE STOCK OWNERSHIP PLAN | SAUSALITO CA | 238 | $36.2M | $303K |
| 5 | ROBERT W. WOODRUFF FOUNDATION, INC. THE NEW FOUNDATIONS RETIREMENT PLAN | ATLANTA GA | 111 | $32.9M | $229K |
| 6 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $86K |
| 7 | YUSHIRO MANUFACTURING AMERICA, INC. YUSHIRO / QUALICHEM 401(K) PLAN | SHELBYVILLE IN | 157 | $15.4M | $77K |
| 8 | YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 142 | $16.6M | $71K |
| 9 | WOLVERINE TUBE, INC. WOLVERINE TUBE SAVINGS PLAN | DECATUR AL | 252 | $12.6M | $24K |
