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 in their Schedule of Assets, totaling $354K 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 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $236K |
| 2 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $118K |
