Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Emerging Markets Social Core Portfolio Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $2.4M |
| 2 | VUORI, INC. VUORI 401(K) PLAN | CARLSBAD CA | 1,764 | $10.8M | $55K |
| 3 | RETIREMENT UNLIMITED, INC. RETIREMENT UNLIMITED 401(K) PLAN |
| 1,190 |
| $13.3M |
| $13K |
