Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dfa Us Targeted Value I Mutual Fund N/A in their Schedule of Assets, totaling $5.4M 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 | ALTURAS, LLC ALTURAS, LLC RETIREMENT TRUST | EAGLE ID | 250 | $8.0M | $1.0M |
| 2 | QSC, LLC QSC, LLC 401(K) RETIREMENT SAVINGS PLAN | COSTA MESA CA | 634 | $119.4M | $924K |
| 3 | ANESTHESIA ASSOCIATES OF BOISE ANESTHESIA ASSOCIATES OF BOISE 401(K) SALARY SAVINGS PLAN |
BOISE ID |
| 161 |
| $95.6M |
| $640K |
| 4 | THE BOYER COMPANY, L.C. BOYER 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 147 | $20.6M | $460K |
| 5 | SOLUTION SERVICES, INC. SOLUTION SERVICES, INC. 401(K) SAVINGS & RETIREMENT PLAN | AMERICAN FORK UT | 365 | $9.0M | $388K |
| 6 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 7,065 | $341.4M | $358K |
| 7 | HUMBOLDT SENIOR RESOURCE CENTER INCORPORATED HUMBOLDT SENIOR RESOURCE CENTER 403(B) PLAN | EUREKA CA | 234 | $2.8M | $307K |
| 8 | IDAHO TIMBER, LLC IDAHO TIMBER 401K PLAN | MERIDIAN ID | 211 | $17.0M | $249K |
| 9 | DEVELOPMENTAL PATHWAYS, INC. DEVELOPMENTAL PATHWAYS, INC.401(K) PLAN | AURORA CO | 517 | $21.4M | $248K |
| 10 | QSC, LLC TRIVISTA COMPANIES, INC. EMPLOYEES' 401(K) PLAN | ALTOONA IA | 40 | $10.9M | $187K |
