Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Investment Dimensions Group Inc. DFA US Targeted Value Fund in their Schedule of Assets, totaling $10.2M 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 | NUTRIEN US LLC NUTRIEN 401(K) RETIREMENT PLAN | LOVELAND CO | 13,017 | $2.0B | $9.2M |
| 2 | PCS ADMINISTRATION USA, INC. C/O NUTRIEN, LTD. PCS 401(K) RETIREMENT PLAN | LOVELAND CO | 920 | $184.1M | $756K |
| 3 | PCS ADMINISTRATION USA, INC. C/O NUTRIEN LTD. NUTRIEN COLLECTIVELY BARGAINED 401(K) RETIREMENT PLAN |
LOVELAND CO |
| 499 |
| $56.2M |
| $214K |
