Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Emerging Markets Pt Ins in their Schedule of Assets, totaling $1.9M 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 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $882K |
| 2 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN | WICHITA KS | 333 | $37.0M | $337K |
| 3 | JACOBSEN/DANIELS ASSOCIATES |
YPSILANTI MI |
| 200 |
| $13.9M |
| $269K |
| 4 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $185K |
| 5 | ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL 401(K) PLAN | BRONX NY | 219 | $5.6M | $139K |
| 6 | WALTERS RECYCLING AND REFUSE, INC. WALTERS 401(K) PLAN | BLAINE MN | 154 | $8.7M | $48K |
| 7 | CROW WING RECYCLING, INC. CW COMPANIES RETIREMENT PLAN | BRAINERD MN | 187 | $5.0M | $23K |
