Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 99 U.S. retirement plans report holding Dfa Us Targeted Value I Mutual Fund in their Schedule of Assets, totaling $54.6M 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 | DANFOSS POWER SOLUTIONS US COMPANY DANFOSS USA SAVINGS PLAN | AMES IA | 3,063 | $564.0M | $7.3M |
| 2 | HEIDELBERG AMERICAS, INC. HEIDELBERG RETIREMENT SAVINGS PLAN | KENNESAW GA | 445 | $228.7M | $5.0M |
| 3 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN |
ATLANTA GA |
| 1,850 |
| $264.4M |
| $3.6M |
| 4 | OSI SYSTEMS, INC. OSI SYSTEMS, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 1,920 | $269.8M | $3.3M |
| 5 | DANFOSS POWER SOLUTIONS II, LLC DANFOSS USA SAVINGS PLAN II | AMES IA | 2,438 | $177.7M | $3.3M |
| 6 | PRYOR CASHMAN LLP PRYOR CASHMAN LLP RETIREMENT PLAN | NEW YORK NY | 248 | $160.6M | $2.6M |
| 7 | UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,139 | $202.2M | $2.0M |
| 8 | BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN | MONTGOMERY AL | 287 | $62.8M | $1.9M |
| 9 | AHEAD, INC. AHEAD, INC. 401(K) PLAN | CHICAGO IL | 1,639 | $176.3M | $1.8M |
| 10 | HITACHI SOLUTIONS AMERICA, LTD. HITACHI SOLUTIONS AMERICA, LTD. 401(K) PLAN | IRVINE CA | 564 | $120.3M | $1.6M |
