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 N/A in their Schedule of Assets, totaling $2.8M 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 | BRANDT HOLDINGS COMPANY BRANDT HOLDINGS COMPANY 401(K) PLAN | FARGO ND | 1,713 | $114.3M | $2.2M |
| 2 | EVENTIDE EVENTIDE 403(B) TAX DEFERRED SAVINGS PLAN | MOORHEAD MN | 1,122 | $22.3M | $311K |
| 3 | CAMPUSWORKS INC. CAMPUSWORKS INC. 401(K) PROFIT SHARING PLAN |
BRADENTON FL |
| 210 |
| $12.5M |
| $174K |
| 4 | UPPER GREAT LAKES FAMILY HEATH CENTER UPPER GREAT LAKES FAMILY HEALTH CENTER RETIREMENT PLAN | HANCOCK MI | 199 | $8.5M | $57K |
| 5 | NORRIS DESIGN, INC. NORRIS DESIGN 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 139 | $20.5M | $52K |
| 6 | NORTHWOOD DEACONESS HEALTH CENTER NORTHWOOD DEACONESS HEALTH CENTER 401(K) PLAN | NORTHWOOD ND | 134 | $6.5M | $6K |
| 7 | LUTHER MEMORIAL HOME LUTHER MEMORIAL HOME 401K PLAN | MAYVILLE ND | 89 | $4.4M | $3K |
| 8 | SHIMADZU USA MANUFACTURING, INC. SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN | CANBY OR | 154 | $7.0M | $3K |
