Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA Us Target Value I in their Schedule of Assets, totaling $3.7M 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 | DMAX, LTD. DMAX 401(K) SAVINGS PLAN | DAYTON OH | 985 | $113.5M | $2.6M |
| 2 | SLURRY PAVERS, INC. SLURRY PAVERS, INC. PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 233 | $22.6M | $866K |
| 3 | INDUSTRIAL ECONOMICS INCORPORATED IEC RETIREMENT PLAN |
CAMBRIDGE MA |
| 63 |
| $71.2M |
| $147K |
| 4 | CAVENDER STORES, L.P. CAVENDER'S BOOT CITY 401(K) RETIREMENT PLAN | TYLER TX | 1,488 | $48.5M | $78K |