Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding DFA U.S. Targeted Value Cl I Registered investment company in their Schedule of Assets, totaling $132.5M 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 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $33.1M |
| 2 | BVH, INC. BLACK & VEATCH MASTER TRUST | OVERLAND PARK KS | — | $1.8B | $32.2M |
| 3 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN |
| 297 |
| $108.7M |
| $15.4M |
| 4 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $12.9M |
| 5 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $10.8M |
| 6 | IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 7,788 | $1.6B | $8.3M |
| 7 | JACK IN THE BOX INC. JACK IN THE BOX INC. EASYSAVER PLUS PLAN | SAN DIEGO CA | 6,180 | $145.0M | $3.8M |
| 8 | KRAFTCPAS PLLC KRAFTCPAS PLLC RETIREMENT SAVINGS PLAN | NASHVILLE TN | 210 | $36.9M | $3.7M |
| 9 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $3.7M |
| 10 | SECURITY FINANCE CORPORATION OF SPARTANBURG SECURITY 401(K) PROFIT-SHARING AND SAVINGS PLAN | SPARTANBURG SC | 1,699 | $113.7M | $3.1M |
