Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors Emerging Markets Core Equity Portfolio in their Schedule of Assets, totaling $3.6M 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 | HOGANTAYLOR LLP HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN | TULSA OK | 360 | $72.9M | $1.9M |
| 2 | ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN | CREVE COEUR MO | 1,381 | $131.0M | $924K |
| 3 | APWU - HEALTH PLAN APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN |
ELKRIDGE MD |
| 139 |
| $13.5M |
| $304K |
| 4 | ROLLEX CORPORATION HOURLY EMPLOYEES' PENSION PLAN OF ROLLEX CORPORATION | ELK GROVE VILLAGE IL | 54 | $7.4M | $201K |
| 5 | 2012 USP HOLDINGS, INC. 2012 USP HOLDINGS, INC. 401(K) PLAN | REISEL TX | 402 | $17.5M | $195K |
| 6 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY - WEST 401(K) PLAN | DENVER CO | 1,112 | $15.5M | $10K |
| 7 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY 401(K) PLAN | DENVER CO | 73 | $12.7M | $9K |
| 8 | KSL/MS MANAGEMENT, LLC KSL RESORTS 401(K) PLAN | LA QUINTA CA | 47 | $11.5M | $2K |
| 9 | KOS SERVICES, LLC DENTAL DREAMS 401(K) PLAN | CHICAGO IL | 597 | $4.1M | $2K |
| 10 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY -EAST 401(K) PLAN | DENVER CO | 904 | $7.6M | $2K |
