Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dimensional Fund Advisors DFA Emerging Markets in their Schedule of Assets, totaling $6.1M 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 | COLUMBIA BASIN HEALTH ASSOCIATION COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN | OTHELLO WA | 469 | $45.0M | $2.1M |
| 2 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $1.3M |
| 3 | KITCHELL CORPORATION KITCHELL AFFILIATES EMPLOYEES' TAX DEFERRED SAVINGS PLAN |
PHOENIX AZ |
| 627 |
| $87.3M |
| $1.0M |
| 4 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $965K |
| 5 | NAMAN HOWELL SMITH & LEE, PLLC NAMAN HOWELL SMITH & LEE, PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST | WACO TX | 136 | $47.0M | $326K |
| 6 | VAN WERT COUNTY HOSPITAL ASSOCIATION VAN WERT COUNTY HOSPITAL - TAX DEFERRED 403(B) PLAN | VAN WERT OH | 281 | $14.4M | $271K |
| 7 | WM N EVANS M D LTD DBA CHILDRENS HEART CENTER CHILDREN'S HEART CENTER 401(K) RETIREMENT PLAN | LAS VEGAS NV | 121 | $17.8M | $78K |
| 8 | VENTURE TOGETHER, INC. VENTURE TOGETHER, INC. RETIREMENT PLAN | NANUET NY | 410 | $3.3M | $2K |
| 9 | E.K. SERVICES, INC. E. K. SERVICES RETIREMENT PLAN | NEW CUMBERLAND PA | 101 | $7.2M | $1K |
