Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Target Value I # in their Schedule of Assets, totaling $787K 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 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES 401(K) PLAN | GRAND FORKS ND | 433 | $75.0M | $441K |
| 2 | CLEMENT RIVERS, LLP CLEMENT RIVERS, LLP PROFIT SHARING AND SALARY DEFERRED PLAN | CHARLESTON SC | 92 | $25.7M | $246K |
| 3 | KYSOR WARREN EPTA US CORPORATION |
COLUMBUS GA |
| 682 |
| $24.3M |
| $52K |
| 4 | CORCORAN JENNISON COMPANY, INC CORCORAN JENNISON COMPANIES 401(K) PLAN | BOSTON MA | 247 | $42.1M | $32K |
| 5 | NATIONAL ENTERTAINMENT NETWORK, LLC NATIONAL ENTERTAINMENT NETWORK, LLC 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE CO | 405 | $10.3M | $16K |