Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Dfa Emerging Markets Value I Mutual Fund in their Schedule of Assets, totaling $799K 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 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $409K |
| 2 | BASIN DISPOSAL BASIN DISPOSAL INC. 401(K) PLAN | PASCO WA | 114 | $11.4M | $120K |
| 3 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN |
OKLAHOMA CITY OK |
| 115 |
| $7.9M |
| $116K |
| 4 | ISAIAH HOUSE, INC. ISAIAH HOUSE RETIREMENT PLAN | CHAPLIN KY | 480 | $2.0M | $44K |
| 5 | MAQ, LLC DBA MAQ SOFTWARE MAQ, LLC DBA MAQ SOFTWARE 401(K) PLAN | REDMOND WA | 132 | $8.0M | $37K |
| 6 | MODERN LIFE INC. MODERN HEALTH 401(K) PLAN | SAN FRANCISCO CA | 266 | $16.6M | $21K |
| 7 | RAFAEL RIVERA, JR., D.D.S., P.L.L.C. SMILE STARTERS 401(K) PLAN | GASTONIA NC | 227 | $4.7M | $17K |
| 8 | MAC DISCOUNT, LLC MAC DISCOUNT, LLC 401(K) PLAN | BUTLER PA | 1,151 | $2.6M | $14K |
| 9 | UMRO REALTY CORP. THE AGENCY 401(K) PLAN | BEVERLY HILLS CA | 145 | $6.7M | $10K |
| 10 | ROADIE, INC. ROADIE 401(K) PLAN | SUWANEE GA | 279 | $9.1M | $7K |
