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-I in their Schedule of Assets, totaling $11.8M 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 | WHITE & CASE, LLP SAVINGS AND INVESTMENT 401(K) PLAN OF WHITE & CASE LLP | NEW YORK NY | 2,147 | $1.1B | $11.5M |
| 2 | OHIO LIVING OHIO LIVING 403(B) PLAN | WESTERVILLE OH | 2,442 | $72.5M | $230K |
| 3 | UNION OF PAN ASIAN COMMUNITIES UPAC UPAC 403B PLAN |
SAN DIEGO CA |
| 191 |
| $4.7M |
| $47K |
