Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 147 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio I DFA 0 in their Schedule of Assets, totaling $37.2M 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 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $4.1M |
| 2 | SQUAXIN ISLAND TRIBE SQUAXIN ISLAND TRIBE AND ISLAND ENTERPRISE 401(K) PLAN | SHELTON WA | 410 | $28.4M | $2.4M |
| 3 | KPM, LLC KPM, LLC 401(K) PROFIT SHARING PLAN |
VIRGINIA BEACH VA |
| 258 |
| $18.0M |
| $1.9M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN | SAN DIEGO CA | 93 | $9.4M | $1.3M |
| 5 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $1.2M |
| 6 | DHR INTERNATIONAL, INC. DHR INTERNATIONAL/JOBPLEX 401(K) SAVINGS PLAN | CHICAGO IL | 265 | $30.9M | $1.1M |
| 7 | SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM MO | 147 | $8.4M | $1.1M |
| 8 | RUSTON PAVING CO., INC. RUSTON PAVING CO., INC. EMPLOYEES 401(K) PLAN | DURHAM NC | 172 | $33.2M | $934K |
| 9 | RCR ENTERPRISES, LLC RCR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | WELCOME NC | 379 | $39.0M | $918K |
| 10 | JOHNSON DEVELOPMENT ASSOCIATES, INC. JDA 401K PLAN | SPARTANBURG SC | 157 | $25.3M | $860K |
