Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Emerging Markets Value Portfolio in their Schedule of Assets, totaling $10.5M 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 | BOARD OF TRUSTEES SHEETMETAL WORKERS LOCAL 91 ANNUITY PLAN SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN | ROCK ISLAND IL | 648 | $176.5M | $6.3M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $2.3M |
| 3 | BOND, SCHOENECK & KING, PLLC |
SYRACUSE NY |
| 166 |
| $113.6M |
| $1.8M |
