Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA U.S. Targeted Value I - in their Schedule of Assets, totaling $56.1M 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 | HUBBELL INCORPORATED HUBBELL INCORPORATED EMPLOYEE SAVINGS & INVESTMENT PLAN | SHELTON CT | 7,630 | $1.2B | $22.6M |
| 2 | HILTON RESORTS CORPORATION HGV RETIREMENT SAVINGS PLAN | ORLANDO FL | 17,831 | $705.6M | $11.2M |
| 3 | H.B. FULLER COMPANY H.B. FULLER COMPANY 401(K) & RETIREMENT PLAN |
ST PAUL MN |
| 2,838 |
| $529.3M |
| $11.1M |
| 4 | INSIGHT ENTERPRISES, INC. INSIGHT ENTERPRISES, INC. 401(K) PLAN | CHANDLER AZ | 6,347 | $941.5M | $5.1M |
| 5 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $4.2M |
| 6 | JOHN KNOX VILLAGE JOHN KNOX VILLAGE RETIREMENT PLAN | LEE S SUMMIT MO | 827 | $33.3M | $691K |
| 7 | CLOW STAMPING COMPANY CLOW STAMPING COMPANY 401(K) PLAN | MERRIFIELD MN | 419 | $26.9M | $438K |
| 8 | SCHNITZER INVESTMENT CORP. SCHNITZER PROPERTIES 401(K) RETIREMENT SAVINGS PLAN | PORTLAND OR | 245 | $45.1M | $359K |
| 9 | HORIZONTAL INTEGRATION, INC. HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 219 | $19.6M | $294K |
| 10 | TURTLE WAX, INC. TURTLE WAX RETIREMENT SAVINGS PLAN | LOMBARD IL | 66 | $23.9M | $80K |
