Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA U.S. Targeted Value N/A 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 | ELDRIDGE WEALTH SOLUTIONS, INC. SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | TOPEKA KS | 1,664 | $389.2M | $16.1M |
