Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Dimnsnl 2025 Tgt Date Ret Incm I Mutual Fund in their Schedule of Assets, totaling $242K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KEEPS CORPORATION KEEPS CORPORATION 401(K) PROFIT SHARING PLAN | RICHARDSON TX | 238 | $6.7M | $242K |
