Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Emerging Markets Small Cap I in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $134K |
| 3 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN |
KALIDA OH |
| 125 |
| $11.4M |
| $50K |
| 4 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $48K |
| 5 | INNOVACCER INNOVACCER INC. 401(K) PLAN | SAN FRANCISCO CA | 194 | $8.7M | $14K |
| 6 | PFFA ACQUISITION LLC PFF 401(K) PLAN | CINCINNATI OH | 113 | $3.9M | $2K |
| 7 | CRISIS TEXT LINE, INC. CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY | NEW YORK NY | 217 | $8.8M | $1K |