Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA Emerging Markets Value Fund in their Schedule of Assets, totaling $10.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIO VALLEY ELECTRIC CORPORATION OVEC-IKEC GROUP LIFE AND COMPREHENSIVE MEDICAL PLAN | PIKETON OH | 532 | $138.0M | $10.0M |
| 2 | C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK PA | 69 | $9.0M | $36K |
| 3 | SOUTHERN MISSOURI CONTAINERS, INC. |
SPRINGFIELD MO |
| 421 |
| $35.6M |
| $25K |
