Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dfa Emrg Mkt Core Eq Registered Investment Company in their Schedule of Assets, totaling $47.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA THE GUARDIAN MASTER INVESTMENT TRUST PLAN | NEW YORK NY | — | $2.2B | $23.8M |
| 2 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $17.4M |
| 3 | ACCURAY INCORPORATED ACCURAY INCORPORATED 401(K) PLAN |
SUNNYVALE CA |
| 563 |
| $185.7M |
| $2.2M |
| 4 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $1.7M |
| 5 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $1.3M |
| 6 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $758K |
| 7 | CASCADE DAFO, INC CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN | FERNDALE WA | 301 | $30.3M | $266K |
| 8 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $216K |
| 9 | MULTNOMAH ATHLETIC CLUB MULTNOMAH ATHLETIC CLUB 401K RETIREMENT SAVINGS PLAN | PORTLAND OR | 797 | $27.6M | $119K |
| 10 | LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN | MINNEAPOLIS MN | 656 | $25.2M | $108K |
