Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Targeted Value I DFA US Targeted Value I ^ in their Schedule of Assets, totaling $5.0M 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 | UNITED DAIRY INDUSTRY ASSOCIATION THRIFT AND SAVINGS PLAN SPONSORED BY UNITED DAIRY INDUSTRY ASSOCIATION | ROSEMONT IL | 497 | $169.6M | $3.8M |
| 2 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $753K |
| 3 | COUNTRY SUPPLIER LLC |
AMMON ID |
| 895 |
| $10.4M |
| $269K |
| 4 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $131K |
