Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Emerging Markets Value Portfolio Institutional Class " in their Schedule of Assets, totaling $212K 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 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $74K |
| 2 | WILKIN & GUTTENPLAN, P.C. WILKIN & GUTTENPLAN, P.C. 401(K) PLAN | EAST BRUNSWICK NJ | 154 | $36.3M | $67K |
| 3 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN |
WEST WARWICK RI |
| 222 |
| $5.2M |
| $30K |
| 4 | STRAINE DENTAL MANAGEMENT LLC STRAINE DENTAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 710 | $16.1M | $22K |
| 5 | IMD FLUID SYSTEM TECHNOLOGIES, INC. IMD FLUID SYSTEM TECHNOLOGIES, INC. 401(K) PLAN | FREMONT CA | 91 | $16.9M | $19K |
