Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dimensional Fund Advisors Emerging Markets Core Equity I in their Schedule of Assets, totaling $32.0M 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 | CHICAGO MERCANTILE EXCHANGE, INC. CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 2,245 | $1.1B | $25.5M |
| 2 | THE RUDOLPH/LIBBE COMPANIES, INC THE RUDOLPH/LIBBE COMPANIES INC 401(K)/PROFIT SHARING PLAN | WALBRIDGE OH | 429 | $116.3M | $3.7M |
| 3 | THE PRINCE & IZANT COMPANY |
CLEVELAND OH |
| 142 |
| $32.2M |
| $1.1M |
| 4 | ARROW DRILLERS, INC. ARROW DRILLERS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 150 | $14.3M | $638K |
| 5 | RESONANT SCIENCES, LLC RESONANT SCIENCES, LLC 401(K) PROFIT SHARING PLAN | DAYTON OH | 135 | $17.9M | $299K |
| 6 | BIOTECHNOLOGY INNOVATION ORGANIZATION BIOTECHNOLOGY INNOVATION ORGANIZATION RETIREMENT 401(K) PLAN | WASHINGTON DC | 124 | $42.1M | $205K |
| 7 | UMC ENERGY SOLUTIONS, INC. UMC ENERGY SOLUTIONS 401(K) PLAN | JOSHUA TX | 131 | $3.9M | $156K |
| 8 | FARTHER FINANCE, INC. FARTHER FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 185 | $7.0M | $144K |
| 9 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $108K |
| 10 | LEO A DALY COMPANY LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST | OMAHA NE | 766 | $172.6M | $104K |
