Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Emerging Markets Small Cap Fund Mutual Fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STOCKBRIDGE CAPITAL GROUP, LLC STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN | SAN FRANCISCO CA | 164 | $56.8M | $851K |
| 2 | CSE AMERICAS INC. BLUE WIND 401(K) PLAN | SPRING TX | 855 | $33.7M | $307K |