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 in their Schedule of Assets, totaling $61.4M 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 | DIAGEO NORTH AMERICA, INC. DIAGEO NORTH AMERICA INC 401K MASTER TRUST | NEW YORK NY | — | $451.0M | $29.1M |
| 2 | EDWARD-ELMHURST HEALTHCARE EDWARD- ELMHURST HEALTHCARE RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 9,302 | $938.8M | $8.8M |
| 3 | CANCER TREATMENT CENTERS OF AMERICA GLOBAL, INC. |
SCHAUMBURG IL |
| 3,721 |
| $445.1M |
| $5.6M |
| 4 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $4.7M |
| 5 | AGC FLAT GLASS NORTH AMERICA, INC, DBA AGC AUTOMOTIVE AMERICAS CO. AGC AUTOMOTIVE AMERICAS CO. 401(K) RETIREMENT PLAN. | ALPHARETTA GA | 1,644 | $173.4M | $3.9M |
| 6 | PALANTIR TECHNOLOGIES INC. PALANTIR TECHNOLOGIES 401(K) PLAN | DENVER CO | 2,778 | $393.3M | $2.7M |
| 7 | 1LIFE HEALTHCARE, INC. 1LIFE HEALTHCARE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,032 | $307.9M | $2.5M |
| 8 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 772 | $255.8M | $831K |
| 9 | CROSSCOUNTRY CONSULTING LLC CROSSCOUNTRY CONSULTING 401(K) P/S PLAN | MCLEAN VA | 841 | $83.8M | $824K |
| 10 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $559K |
