Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Emerging Mkts Port Instl Mutual Fund in their Schedule of Assets, totaling $80K 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 | GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL CA | 519 | $16.8M | $49K |
| 2 | NOBIS WORKS, INC. NOBIS WORKS, INC. RETIREMENT SAVINGS PLAN | MARIETTA GA | 122 | $4.3M | $31K |
