Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Emerging Mkts Core Equity Mutual fund in their Schedule of Assets, totaling $4.7M 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 | BAKER BOYER BANCORP BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST | WALLA WALLA WA | 181 | $91.6M | $4.6M |
| 2 | MARTIN PREFERRED FOODS LP MARTIN PREFERRED FOODS LP EMPLOYEES 401(K) PLAN | HOUSTON TX | 236 | $3.0M | $67K |
| 3 | STRUCTURAL INTEGRITY ASSOCIATES, INC. |
HUNTERSVILE NC |
| 272 |
| $68.1M |
| $36K |
| 4 | SUPERMERCADOS MAXIMO, INC. SUPERMERCADO MAXIMO, INC. RETIREMENT PLAN | SAN JUAN PR | 1,555 | $8.4M | $27K |
| 5 | ALIVIA HEALTH MANAGEMENT, LLC ALIVIA HEALTH INVESTMENT & RETIREMENT PLAN | BAYAMON PR | 583 | $4.2M | $5K |
| 6 | STEWART WELDING & FABRICATING, INC. STEWART WELDING & FABRICATING 401(K) PROFIT SHARING PLAN AND TRUST | WRIGHTSVILLE PA | 151 | $10.5M | $2K |