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 Portfolio Mutual Fund NR in their Schedule of Assets, totaling $34K 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 | SERVICE COORDINATION, INC. SERVICE COORDINATION, INC. TAX DEFERRED SAVINGS PLAN | FREDERICK MD | 957 | $36.2M | $34K |
