Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class in their Schedule of Assets, totaling $19.8M 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 | 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 | ROLLINSNELSON GRP, LLC ROLLINSNELSON GRP, LLC 401(K) PLAN | TORRANCE CA | 2,380 | $7.7M | $269K |
| 8 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $234K |
| 9 | YESHIVA OF NORTH JERSEY 403(B) THRIFT PLAN OF YESHIVA OF NORTH JERSEY | RIVER EDGE NJ | 192 | $21.3M | $85K |
| 10 | MANAGEPOINT MANAGEPOINT RETIREMENT PLAN | INDIANAPOLIS IN | 691 | $18.6M | $55K |
