Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding DFA Us Targeted Value Fund in their Schedule of Assets, totaling $38.3M 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 | CANON MEDICAL SYSTEMS USA, INC. CANON MEDICAL SYSTEMS USA, INC. 401(K) SAVINGS PLAN | TUSTIN CA | 1,296 | $507.7M | $18.4M |
| 2 | TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS MO | 4,897 | $281.9M | $3.4M |
| 3 | THE CAMPBELL CLINIC, P.C. THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST |
GERMANTOWN TN |
| 928 |
| $148.2M |
| $2.3M |
| 4 | PRIMARY CARE ASSOCIATES OF APPLETON, LTD. PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN | APPLETON WI | 152 | $60.4M | $1.7M |
| 5 | VITOL INC. VITOL INC. 401(K) PLAN | HOUSTON TX | 443 | $165.4M | $1.6M |
| 6 | LDV, INC. LYNCH COMPANIES 401(K) SAVINGS PLAN | BURLINGTON WI | 648 | $72.1M | $1.5M |
| 7 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.3M |
| 8 | CLARK MATERIAL HANDLING COMPANY CLARK MATERIAL HANDLING COMPANY EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 228 | $22.2M | $403K |
| 9 | VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN | RICHMOND VA | 392 | $99.0M | $388K |
| 10 | TSG CENNOX, LLC TSG CENNOX, LLC 401(K) PLAN | ALPHARETTA GA | 628 | $27.4M | $369K |
