Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Emerging Markets Core Equity I in their Schedule of Assets, totaling $21.2M 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 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $7.4M |
| 2 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $4.7M |
| 3 | NEWLY WEDS FOODS, LLC NEWLY WEDS FOODS, LLC CASH ACCUMULATION PLAN |
CHICAGO IL |
| 2,915 |
| $111.3M |
| $1.4M |
| 4 | ASSOCIATION MANAGEMENT CENTER, INC. ASSOCIATION MANAGEMENT CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 148 | $22.0M | $1.2M |
| 5 | FOUNDATION FOR EDUCATIONAL SERVICES, INC. FOUNDATION FOR EDUCATIONAL SERVICES, INC. 401(K) PLAN | LINCOLN NE | 177 | $92.0M | $1.1M |
| 6 | AHTNA, INCORPORATED AHTNA 401(K) PLAN | ANCHORAGE AK | 573 | $56.8M | $794K |
| 7 | SAFT AMERICA INC. SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN | JACKSONVILLE FL | 903 | $160.0M | $738K |
| 8 | ASI ASI 401(K) PROFIT SHARING PLAN | FREMONT CA | 217 | $45.6M | $438K |
| 9 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN | ATLANTA GA | 343 | $25.3M | $398K |
| 10 | PANTHERX SPECIALTY, LLC PANTHERX SPECIALTY, LLC 401(K) PLAN | PITTSBURGH PA | 638 | $16.8M | $391K |
