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 I Fund in their Schedule of Assets, totaling $2.9M 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 | NYEMASTER GOODE, P.C. NGMEO PROFIT SHARING PLAN | DES MOINES IA | 140 | $139.0M | $906K |
| 2 | BECKHOFF AUTOMATION, LLC BECKHOFF AUTOMATION 401(K) PLAN | SAVAGE MN | 268 | $43.3M | $846K |
| 3 | ENTERPRISE PROPERTIES, INC. ENTERPRISE PROPERTIES, INC. 401(K) SAVINGS PLAN |
OMAHA NE |
| 420 |
| $17.4M |
| $343K |
| 4 | UPTIME INSTITUTE PROFESSIONAL SERVICES LLC UPTIME INSTITUTE PROFESSIONAL SERVICES LLC 401(K) PLAN | NEW YORK NY | 68 | $12.1M | $192K |
| 5 | COMAGINE HEALTH COMAGINE HEALTH RETIREMENT SAVINGS PLAN | SEATTLE WA | 473 | $67.7M | $182K |
| 6 | VERICITY HOLDINGS, INC. VERICITY HOLDINGS, INC. 401(K) PLAN | DES PLAINES IL | 476 | $45.5M | $182K |
| 7 | SILVER STATE SCHOOLS CREDIT UNION SILVER STATE SCHOOLS CREDIT UNION 401(K) PLAN | LAS VEGAS NV | 204 | $12.9M | $82K |
| 8 | WORKPLACE ELEMENTS WORKPLACE ELEMENTS 401(K) SAVINGS PLAN | DENVER CO | 227 | $22.2M | $69K |
| 9 | ALLIANCE FOR MULTISPECIALTY RESEARCH, LLC ALLIANCE FOR MULTISPECIALTY RESEARCH RETIREMENT PLAN | KNOXVILLE TN | 350 | $18.3M | $62K |
| 10 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN | SALT LAKE CITY UT | 723 | $55.9M | $16K |
