Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class in their Schedule of Assets, totaling $19.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 403(B) PLAN | SALT LAKE CITY UT | 46,311 | $341.7M | $11.4M |
| 2 | UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS OH | 8,319 | $766.9M | $3.5M |
| 3 | MILBANK LLP MILBANK RETIREMENT SAVINGS PLAN |
| 1,061 |
| $521.4M |
| $2.2M |
| 4 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $1.3M |
| 5 | YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK PA | 420 | $100.7M | $545K |
| 6 | HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 47 WELFARE FUND HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 47 WELFARE FUND | LANSING MI | 242 | $7.3M | $317K |
| 7 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $234K |
| 8 | YESHIVA OF NORTH JERSEY 403(B) THRIFT PLAN OF YESHIVA OF NORTH JERSEY | RIVER EDGE NJ | 192 | $21.3M | $85K |
| 9 | MANAGEPOINT MANAGEPOINT RETIREMENT PLAN | INDIANAPOLIS IN | 691 | $18.6M | $55K |
