Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA Emrg MKT Core EQ in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN | CLEVELAND OH | 29,885 | $2.5B | $11.5M |
| 2 | CUMULUS RADIO CORPORATION CUMULUS MEDIA 401(K) PLAN | ATLANTA GA | 3,094 | $262.1M | $1.6M |
| 3 | OUTTEN & GOLDEN LLP OUTTEN & GOLDEN LLP 401(K) PLAN |
NEW YORK NY |
| 130 |
| $30.0M |
| $138K |
| 4 | EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 164 | $19.8M | $35K |
