Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Emerging Markets Small Cap Mutual fund in their Schedule of Assets, totaling $1.3M 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 | AMERI-NATIONAL CORPORATION AMERI-NATIONAL CORPORATION 401(K) PLAN | KANSAS CITY MO | 354 | $60.1M | $575K |
| 2 | NCM ASSOCIATES, INC. NCM ASSOCIATES, INC. ESOP/401(K) PLAN | KANSAS CITY MO | 227 | $115.1M | $264K |
| 3 | MERCER ADVISORS, INC. MERCER ADVISORS INC. 401(K) PLAN |
DENVER CO |
| 1,182 |
| $145.3M |
| $205K |
| 4 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN | MASHPEE MA | 235 | $17.1M | $174K |
| 5 | VVF KANSAS SERVICES, LLC VVF KANSAS SERVICES, LLC 401(K) PLAN | MONTGOMERY IL | 135 | $18.1M | $67K |
| 6 | LANDAU ASSOCIATES, INC. LANDAU ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 128 | $13.5M | $50K |