Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding DFA US TARGET VAL I Registered Investment Company ± in their Schedule of Assets, totaling $16.4M 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 | MOTREX LLC WELLPOWER 401(K) SAVINGS AND RETIREMENT PLAN AND THE WELLPOWER HOURLY 401(K) PLAN MASTER TRUST | ALPHARETTA GA | — | $215.0M | $6.5M |
| 2 | BUNGE NORTH AMERICA, INC. THE BUNGE DEFINED CONTRIBUTION MASTER TRUST | CHESTERFIELD MO | — | $563.1M | $2.7M |
| 3 | U.S. ORAL SURGERY MANAGEMENT, LLC |
IRVING TX |
| 2,450 |
| $237.9M |
| $1.7M |
| 4 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. SAVINGS AND INVESTMENT MASTER TRUST | ALPHARETTA GA | — | $102.5M | $1.6M |
| 5 | MANSON CONSTRUCTION CO. MANSON CONSTRUCTION CO. NON-CRAFT RETIREMENT PLAN | SEATTLE WA | 300 | $118.5M | $1.4M |
| 6 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $851K |
| 7 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 299 | $52.7M | $814K |
| 8 | AGC CHEMICALS AMERICAS, INC. AGC CHEMICALS AMERICAS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 140 | $45.4M | $698K |
| 9 | PROFIT RECOVERY PARTNERS, LLC PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN | SANTA ANA CA | 113 | $9.0M | $104K |
| 10 | BUSINESS INTERIORS NORTHWEST, INC. BUSINESS INTERIORS NORTHWEST, INC. PROFIT SHARING & SAVINGS PLAN | BELLEVUE WA | 104 | $12.9M | $81K |
