Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors Emerging Markets Core Equity Portfolio Institutional Class in their Schedule of Assets, totaling $3.4M 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $1.6M |
| 2 | NEAPCO HOLDINGS, LLC NEAPCO HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,055 | $81.8M | $1.0M |
| 3 | LEVENFELD PEARLSTEIN, LLC |
CHICAGO IL |
| 119 |
| $38.5M |
| $734K |
| 4 | CRAWFORD INDUSTRIES CRAWFORD INDUSTRIES RETIREMENT SAVINGS PLAN | CRAWFORDSVILLE IN | 0 | $0 | $66K |