Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA DFA Us Target Val I in their Schedule of Assets, totaling $5.2M 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 | FERMI RESEARCH ALLIANCE, LLC RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC | BATAVIA IL | 1,724 | $796.0M | $3.8M |
| 2 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $589K |
| 3 | DM TRANS, LLC DBA ARRIVE LOGISTICS ARRIVE LOGISTICS 401(K) PLAN |
AUSTIN TX |
| 1,503 |
| $49.3M |
| $436K |
| 4 | INTEROPERABILITY BIDCO, INC. INTEROPERABILITY BIDCO, INC. 401(K) PLAN | BOSTON MA | 215 | $33.6M | $317K |
| 5 | BASIN HOLDINGS LLC BASIN HOLDINGS LLC RETIREMENT PLAN | HOUSTON TX | 405 | $12.7M | $77K |
| 6 | GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN | OKLAHOMA CITY OK | 756 | $2.9M | $28K |
| 7 | ELEMETAL, LLC ELEMETAL, LLC 401(K) RETIREMENT PLAN | DALLAS TX | 138 | $8.4M | $17K |
