Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Emerg Mkts Core Eqty Port Instl in their Schedule of Assets, totaling $681K 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 | WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST | VANCOUVER WA | 164 | $45.5M | $479K |
| 2 | MESA VINEYARD MANAGEMENT, INC. MESA VINEYARD 401(K) RETIREMENT PLAN | TEMPLETON CA | 445 | $18.5M | $136K |
| 3 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN |
JACKSONVILLE FL |
| 140 |
| $4.2M |
| $65K |
