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 N/R in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLIMATEC, LLC CLIMATEC EMPLOYEE SAVINGS PLAN | PHOENIX AZ | 1,229 | $118.4M | $1.2M |
| 2 | FRC BALANCE LLC TRUE FOOD KITCHEN 401(K) PLAN | SCOTTSDALE AZ | 274 | $4.4M | $15K |
