Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA U.S. Targeted Value Portfolio I in their Schedule of Assets, totaling $2.6M 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 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $1.6M |
| 2 | OHIO GASTROENTEROLOGY GROUP INC OHIO GASTROENTEROLOGY GROUP INC 401(K) PLAN | COLUMBUS OH | 306 | $60.2M | $685K |
| 3 | SURGICOR, LLC SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN |
FRANKLIN TN |
| 211 |
| $26.7M |
| $97K |
| 4 | INVAIO SCIENCES, INC. INVAIO SCIENCES, INC. 401(K) PLAN | CAMBRIDGE MA | 60 | $4.6M | $75K |
| 5 | CHESAPEAKE CONTRACTING GROUP, INC. CHESAPEAKE CONTRACTING EMPLOYEES SAVINGS TRUST | OWINGS MILLS MD | 128 | $17.3M | $60K |
| 6 | IMPACT FLOORS OF TEXAS, LLC IMPACT PEOPLE 401(K) PROGRAM | CARROLLTON TX | 224 | $11.5M | $40K |
| 7 | CHESAPEAKE SPICE COMPANY, LLC CHESAPEAKE SPICE 401(K) PLAN | BELCAMP MD | 207 | $16.6M | $11K |
| 8 | REMAIN AT HOME SENIOR CARE, LLC RAH 401(K) PLAN | ATHENS GA | 559 | $3.8M | $11K |
