Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding DFA Emerging Markets Small-Cap I in their Schedule of Assets, totaling $5.0M 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 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $3.4M |
| 2 | NOVANTA CORPORATION NOVANTA ATI 401(K) PLAN | BEDFORD MA | 202 | $83.7M | $436K |
| 3 | RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 315 |
| $35.0M |
| $396K |
| 4 | DANBY PRODUCTS, INC. DANBY PRODUCTS, INC. PENSION PLAN | — | 76 | $3.4M | $171K |
| 5 | MICHIGAN SURGERY SPECIALISTS, P.C. MICHIGAN SURGERY SPECIALISTS, P.C. 401(K) PLAN AND TRUST | WARREN MI | 192 | $12.5M | $160K |
| 6 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $134K |
| 7 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $96K |
| 8 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $50K |
| 9 | BENEFICIAL STATE BANCORP, INC. BENEFICIAL STATE BANCORP, INC. 401(K) PLAN | OAKLAND CA | 259 | $25.5M | $48K |
| 10 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $48K |
