Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Emerging Markets Mutual fund in their Schedule of Assets, totaling $781K 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 | V.I.P, INC. V.I.P., INC. RETIREMENT SAVINGS PLAN & TRUST | AUBURN ME | 674 | $7.6M | $296K |
| 2 | NEWBURY MANAGEMENT COMPANY DBA/NEWBURY LIVING NEWBURY MANAGEMENT COMPANY 401(K) PLAN | WEST DES MOINES IA | 133 | $5.4M | $190K |
| 3 | LINN RETAIL CENTERS, INC. LINN RETAIL CENTERS, INC. 401(K) PLAN |
WOODBURY MN |
| 113 |
| $8.0M |
| $165K |
| 4 | THRIFT BOOKS GLOBAL, LLC THRIFTBOOKS 401(K) PLAN | TUKWILA WA | 761 | $7.6M | $53K |
| 5 | ANNE CARLSEN CENTER ANNE CARLSEN CENTER 401(K) PLAN | JAMESTOWN ND | 522 | $26.6M | $47K |
| 6 | J.S. COALTER & ASSOCIATES, INC. COALTER GROUP 401(K) PLAN | CAPE GIRARDEAU MO | 221 | $517K | $14K |
| 7 | PEERLESS PRODUCTS, INC. PEERLESS PRODUCTS, INC. 401(K) PLAN | FORT SCOTT KS | 413 | $6.0M | $13K |
| 8 | PROSOURCE TECHNOLOGIES, LLC PROSOURCE TECHNOLOGIES RETIREMENT SAVINGS PLAN | ST. PAUL MN | 52 | $7.4M | $2K |
