Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Emerging Markets Pt Ins Pooled Separate Accounts in their Schedule of Assets, totaling $818K 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 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE FL | 148 | $25.4M | $468K |
| 2 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $306K |
| 3 | RECYCLING MANAGEMENT RESOURCES, LLC RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN |
PARSIPPANY NJ |
| 276 |
| $13.9M |
| $40K |
| 4 | GARDNER GLASS PRODUCTS, INC. GARDNER GLASS PRODUCTS, INC. RETIREMENT SAVINGS | N.WILKESBORO NC | 183 | $5.0M | $4K |