Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding DFA Emrg Mkt Core Eq Mutual Fund in their Schedule of Assets, totaling $9.4M 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 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,891 | $188.3M | $1.6M |
| 2 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $1.5M |
| 3 | FIRSTLIGHT FIBER, INC. FIRSTLIGHT FIBER, INC. 401K PLAN |
ALBANY NY |
| 494 |
| $73.1M |
| $1.4M |
| 4 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $1.3M |
| 5 | THERAPEUTIC ASSOCIATES, INC. THERAPEUTIC ASSOCIATES, INC. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | KENT WA | 1,114 | $125.2M | $1.2M |
| 6 | KALMBACH FEEDS, INC. KALMBACH FEEDS, INC. 401(K) PLAN | UPPER SANDUSKY OH | 871 | $59.4M | $811K |
| 7 | GRAND CANYON EDUCATION, INC. GRAND CANYON EDUCATION EMPLOYEES 401(K) PLAN | PHOENIX AZ | 4,745 | $191.7M | $349K |
| 8 | IMPERATIVE CARE, INC. IMPERATIVE CARE, INC. 401(K) PLAN | CAMPBELL CA | 465 | $33.1M | $303K |
| 9 | VEREGY, LLC VEREGY 401(K) PLAN | PHOENIX AZ | 476 | $40.9M | $234K |
| 10 | MCPC HOLDINGS, INC. MCPC HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 475 | $29.9M | $188K |
