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 Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $925K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $752K |
| 2 | SIMONA AMERICA GROUP INC. SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN | ARCHBALD PA | 352 | $23.3M | $172K |
