Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Target Value I Mutual fund in their Schedule of Assets, totaling $7.1M 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 | ILLUMINA, INC. ILLUMINA, INC. 401(K) PLAN | SAN DIEGO CA | 5,088 | $1.1B | $5.5M |
| 2 | CROW WING COOPERATIVE POWER & LIGHT COMPANY CROW WING COOPERATIVE POWER & LIGHT CO. EMPLOYEES RETIREMENT PLAN | BRAINERD MN | 122 | $37.9M | $682K |
| 3 | CHAN ZUCKERBERG INITIATIVE, LLC CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN |
REDWOOD CITY CA |
| 524 |
| $167.4M |
| $356K |
| 4 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 216 | $29.5M | $209K |
| 5 | CONTEXTLOGIC INC. CONTEXTLOGIC INC. 401(K) PLAN | SAN FRANCISCO CA | 204 | $26.5M | $152K |
| 6 | SOMIC AMERICA, INC. SOMIC AMERICA, INC. 401(K) PLAN | BREWER ME | 562 | $25.9M | $117K |
| 7 | AMERIFLEET TRANSPORTATION, INC. ACERTUS 401(K) PLAN | ST. LOUIS MO | 1,183 | $18.1M | $50K |
| 8 | NEWROCKET LLC NEWROCKET LLC 401(K) SAVINGS & INVESTMENT PLAN | VISTA CA | 152 | $16.2M | $40K |
