Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA Emerging Markets Portfolio in their Schedule of Assets, totaling $2.5M 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 | TRUSTWAVE HOLDINGS, INC. TRUSTWAVE HOLDINGS, INC. 401(K) PLAN | CHICAGO IL | 297 | $86.7M | $1.1M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $698K |
| 3 | CONETRIX, LLC CONETRIX 401(K) PLAN | LUBBOCK TX |
| 128 |
| $13.7M |
| $487K |
| 4 | VENTURE FORTHE, INC. VENTURE FORTHE, INC. 401(K) PLAN | NIAGARA FALLS NY | 724 | $4.9M | $126K |
| 5 | REDDY ICE LLC REDDY ICE LLC 401(K) PLAN | DALLAS TX | 1,523 | $46.6M | $74K |
| 6 | HEALTHTRAX INTERNATIONAL, INC. HEALTHTRAX INTERNATIONAL, INC. 401(K) & SALARY SAVINGS PLAN | GLASTONBURY CT | 221 | $8.7M | $38K |
| 7 | AMG ENTERPRISES LLC AMG ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | BRANFORD CT | 112 | $1.2M | $2K |
| 8 | L5 FITNESS HOLDINGS LLC L5 FITNESS HOLDINGS LLC 401(K) PROFIT SHARING & TRUST | BRIGHTON MI | 0 | $0 | $2K |
