Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Emerging Markets Small Cap I Mutual fund in their Schedule of Assets, totaling $1.4M 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 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $606K |
| 2 | DIGERONIMO DIGERONIMO COMPANIES RETIREMENT SAVINGS TRUST AND PLAN | INDEPENDENCE OH | 681 | $75.9M | $478K |
| 3 | GENSLER GENSLER 401(K) SAVINGS PLAN |
SAN FRANCISCO CA |
| 3,991 |
| $717.2M |
| $144K |
| 4 | PACE ENGINEERS, INC. PACE ENGINEERS, INC 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 117 | $15.0M | $47K |
| 5 | HOFFMAN ENTERPRISES HOFFMAN ENTERPRISES 401(K) SAVINGS PLAN | EAST HARTFORD CT | 440 | $29.6M | $44K |
| 6 | RAFAEL RIVERA, JR., D.D.S., P.L.L.C. SMILE STARTERS 401(K) PLAN | GASTONIA NC | 227 | $4.7M | $20K |
| 7 | ROADIE, INC. ROADIE 401(K) PLAN | SUWANEE GA | 279 | $9.1M | $16K |
| 8 | CREATE MUSIC GROUP INC CREATE MUSIC GROUP INC 401(K) PLAN | LOS ANGELES CA | 201 | $2.6M | $2K |
| 9 | UMRO REALTY CORP. THE AGENCY 401(K) PLAN | BEVERLY HILLS CA | 145 | $6.7M | $2K |
| 10 | MOLEKULE, INC. MOLEKULE 401(K) PLAN | SAN FRANCISCO CA | 90 | $5.1M | $1K |
