Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional DFA Emerging Markets Core Equity I + in their Schedule of Assets, totaling $8.6M 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 | MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE WI | 729 | $321.2M | $6.6M |
| 2 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $1.0M |
| 3 | BJ'S RESTAURANTS, INC. BJ'S RESTAURANTS, INC. 401(K) PLAN |
HUNTINGTON BEACH CA |
| 11,963 |
| $44.7M |
| $406K |
| 4 | REHABILITATION HOSPITAL OF INDIANA, INC. REHABILITATION HOSPITAL OF INDIANA, INC RETIREMENT PLAN | INDIANAPOLIS IN | 367 | $36.5M | $285K |
| 5 | STEPPING STONES HEALTHCARE SERVICES, LLC THE STEPPING STONES GROUP RETIREMENT PLAN | BOSTON MA | 14,977 | $104.0M | $255K |
