Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding DFA Emerging Markets Value I ** in their Schedule of Assets, totaling $85.6M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $77.4M |
| 2 | APTIV CORPORATION APTIV CORPORATION SAVINGS TRUST | TROY MI | — | $1.9B | $6.5M |
| 3 | COMMUNITY FIRST BANCORPORATION COMMUNITY FIRST BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN |
KENNEWICK WA |
| 140 |
| $21.1M |
| $427K |
| 4 | NATIONAL LIME & STONE COMPANY NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN | FINDLAY OH | 393 | $52.8M | $401K |
| 5 | OSP, LLC OSP LLC 401K PLAN TRUST | EDINA MN | 213 | $21.2M | $265K |
| 6 | VILLAGE FORD, INC. VILLAGE FORD, INC. 401(K) SAVINGS PLAN | DEARBORN MI | 179 | $15.5M | $192K |
| 7 | RLI SERVICES, LLC RLI SERVICES LLC 401(K) PLAN | CHICAGO IL | 689 | $40.3M | $168K |
| 8 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $75K |
| 9 | OCEANAIR FEDERAL CREDIT UNION OCEANAIR FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | OXNARD CA | 126 | $8.6M | $46K |
| 10 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $44K |
