Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Emerging Markets Value Mutual fund in their Schedule of Assets, totaling $18.3M 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 | OHIO FARMERS INSURANCE COMPANY WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN | WESTFIELD CENTER OH | 2,616 | $515.5M | $12.3M |
| 2 | BOARD OF TRUSTEES OF THE WESTERN WA U.A. SUPPLEMENTAL PENSION PLAN WESTERN WASHINGTON U.A. SUPPLEMENTAL PENSION PLAN | TUKWILA WA | 4,139 | $661.1M | $3.7M |
| 3 | TALKING RAIN BEVERAGE COMPANY, INC. |
PRESTON WA |
| 461 |
| $44.0M |
| $682K |
| 4 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $644K |
| 5 | BAKER BOYER BANCORP BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST | WALLA WALLA WA | 181 | $91.6M | $492K |
| 6 | INNOVATIVE REFRIGERATION SYSTEMS, INC. INNOVATIVE REFRIGERATION SYSTEMS, INC. 401K PLAN | LYNDHURST VA | 407 | $37.1M | $475K |
| 7 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN | MASHPEE MA | 235 | $17.1M | $99K |
| 8 | COMMUNITY REALTY MANAGEMENT, INC. COMMUNITY REALTY MANAGEMENT 401(K) PLAN | SANATOGA PA | 262 | $8.1M | $12K |
| 9 | HEALTHGRAM, INC. HEALTHGRAM, INC. 401(K) PLAN | CHARLOTTE NC | 123 | $8.4M | $7K |
| 10 | GUARANTR INC. THE GUARANTORS 401(K) PLAN | NY NY | 203 | $3.3M | $1K |
