Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors Emerging Markets Portfolio Institutional Class - in their Schedule of Assets, totaling $2.7M 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 | HILL WIREMASTERS HILL WIREMASTERS 401(K) PROFIT SHARING PLAN & TRUST | COLUMBIA TN | 278 | $43.0M | $1.8M |
| 2 | VERT MARKETS LLC PETERSON BROTHERS RETIREMENT PLAN | ERIE PA | 104 | $45.7M | $370K |
| 3 | MID PENN BANK MID PENN BANK RETIREMENT PLAN |
MILLERSBURG PA |
| 605 |
| $51.9M |
| $284K |
| 4 | IMAGINE BELIEVE REALIZE LLC IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 259 | $14.5M | $172K |
| 5 | WILTON BRANDS LLC WILTON BRANDS LLC RETIREMENT PLAN | NAPERVILLE IL | 271 | $60.5M | $61K |