Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding DFA US Targeted Value I Fund - in their Schedule of Assets, totaling $40.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METROPOLITAN HOSPITAL D.B.A UNIVERSITY OF MICHIGAN HEALTH WEST UNIVERSITY OF MICHIGAN HEALTH - WEST 403(B) RETIREMENT SAVINGS PLAN | WYOMING MI | 3,376 | $232.7M | $15.1M |
| 2 | D'ARCANGELO & CO., LLP D'ARCANGELO & CO., LLP 401(K) PROFIT SHARING PLAN | ROME NY | 77 | $30.4M | $2.9M |
| 3 | DRAKE SOFTWARE |
FRANKLIN NC |
| 957 |
| $60.9M |
| $2.0M |
| 4 | SOUTHERN MICHIGAN BANCORP, INC. SOUTHERN MICHIGAN BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLDWATER MI | 242 | $22.5M | $1.9M |
| 5 | SALEM HOLDING COMPANY SALEM HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 828 | $34.8M | $1.5M |
| 6 | MERUS CORPORATION MERUS 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 154 | $25.7M | $1.3M |
| 7 | L & M SUPPLY, INC. L & M SUPPLY RETIREMENT SAVINGS PLAN | GRAND RAPIDS MN | 676 | $40.4M | $1.3M |
| 8 | FELLOWSHIP OF CHRISTIAN ATHLETES FELLOWSHIP OF CHRISTIAN ATHLETES RETIREMENT/401(K) PLAN | KANSAS CITY MO | 3,144 | $118.1M | $1.2M |
| 9 | JULIUS ZORN, INC. JULIUS ZORN SAVINGS PLAN | CUYAHOGA FALLS OH | 160 | $11.0M | $838K |
| 10 | NATIONAL PEN CO. LLC NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | SHELBYVILLE TN | 200 | $41.7M | $804K |
