Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Dfa Us Target Val I Mutual Fund in their Schedule of Assets, totaling $11.4M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $2.5M |
| 2 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $1.6M |
| 3 | ULTRAGENYX PHARMACEUTICAL INC. ULTRAGENYX PHARMACEUTICAL INC. 401(K) PLAN AND TRUST |
| 1,082 |
| $217.9M |
| $1.3M |
| 4 | MWH CONSTRUCTORS, INC MWH CONSTRUCTORS 401(K) PLAN | BROOMFIELD CO | 737 | $67.7M | $1.1M |
| 5 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $661K |
| 6 | ICW GROUP HOLDINGS, INC. ICW GROUP HOLDINGS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 1,172 | $143.4M | $591K |
| 7 | THE SELECT GROUP, LLC THE SELECT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | RALEIGH NC | 1,373 | $43.3M | $480K |
| 8 | KODIAK GAS SERVICES KGS 401(K) PLAN | THE WOODLANDS TX | 1,238 | $94.0M | $472K |
| 9 | KABAM, INC. KABAM 401(K) PLAN | SAN FRANCISCO CA | 78 | $20.2M | $402K |
| 10 | IDS ENGINEERING GROUP INC. IDS ENGINEERING GROUP INC. 401K PLAN | HOUSTON TX | 127 | $20.6M | $285K |
