Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dimensional Emerging Markets in their Schedule of Assets, totaling $6.4M 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 | KEMPER CPA GROUP LLP KEMPER CPA GROUP LLP EMPLOYEES PROFIT SHARING PLAN | ROBINSON IL | 360 | $80.6M | $3.7M |
| 2 | THE MCCLURE CORPORATION THE MCCLURE CORPORATION 401(K) RETIREMENT PLAN | ST. LOUIS MO | 123 | $19.6M | $1.2M |
| 3 | SPEO, LLC SYMMETRY PARTNERS, LLC 401(K) PLAN |
GLASTONBURY CT |
| 69 |
| $16.1M |
| $1.0M |
| 4 | THE DETROIT INSTITUTE OF ARTS THE DETROIT INSTITUTE OF ARTS 401(K) PLAN | DETROIT MI | 358 | $23.2M | $182K |
| 5 | SIB MIDCO, LLC SIB 401(K) PLAN | CHARLESTON SC | 233 | $14.1M | $117K |
| 6 | EIGHTCAP, INC. EIGHTCAP, INC. 401(K) RETIREMENT PLAN | ORLEANS MI | 221 | $3.5M | $111K |
| 7 | SATURN OF ST. PAUL, INC. SATURN OF ST. PAUL SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 170 | $9.5M | $25K |
| 8 | GOWAN CONSTRUCTION, INC. GOWAN CONSTRUCTION, INC. RETIREMENT PLAN | OSLO MN | 159 | $16.8M | $24K |
| 9 | FRUTH, INC. FRUTH PHARMACY 401(K) PLAN | NITRO WV | 249 | $18.5M | $13K |
