Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding DFA Dfa Us Targeted Value I in their Schedule of Assets, totaling $16.1M 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 | MCKENNEY'S, INC. MCKENNEY'S, INC. AND AFFILIATED COMPANIES PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,764 | $129.3M | $2.2M |
| 2 | MI WINDOWS AND DOORS, LLC MITER BRANDS 401(K) PLAN | HARRISBURG PA | 5,362 | $303.8M | $2.0M |
| 3 | COMMUNITY HEALTH CARE 403(B) THRIFT PLAN OF COMMUNITY HEALTH CARE |
TACOMA WA |
| 551 |
| $48.9M |
| $1.1M |
| 4 | COILPLUS, INC. COILPLUS, INC. RETIREMENT PLAN AND TRUST | ROSEMONT IL | 460 | $60.6M | $1.1M |
| 5 | HARRELL'S, LLC HARRELL'S 401(K) & PROFIT SHARING PLAN | LAKELAND FL | 476 | $61.9M | $997K |
| 6 | AXWAY INC. AXWAY INC. 401(K) PLAN | SCOTTSDALE AZ | 362 | $87.4M | $989K |
| 7 | VIRTEX ENTERPRISES LP VIRTEX ENTERPRISES 401(K) PLAN | AUSTIN TX | 576 | $26.4M | $810K |
| 8 | D.H. GRIFFIN WRECKING COMPANY, INC. D. H. GRIFFIN WRECKING COMPANY, INC. PROFIT SHARING PLAN | GREENSBORO NC | 1,113 | $48.0M | $785K |
| 9 | ROTOR CLIP COMPANY, INC. ROTOR CLIP 401(K) RETIREMENT PLAN | SOMERSET NJ | 290 | $21.8M | $753K |
| 10 | WARGAMING (USA), INC. WARGAMING (USA), INC. 401(K) PLAN & TRUST | AUSTIN TX | 216 | $30.4M | $530K |
