Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 145 U.S. retirement plans report holding Dfa us targeted value i in their Schedule of Assets, totaling $97.1M 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 | MEH, INC. MALLINCKRODT PHARMACEUTICALS RETIREMENT SAVINGS AND INVESTMENT PLAN | HAZELWOOD MO | 2,499 | $851.2M | $24.0M |
| 2 | BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE CA | 2,150 | $885.7M | $12.5M |
| 3 | EMPIRE SOUTHWEST LLC EMPIRE RETIREMENT SAVINGS PLAN | MESA AZ | 4,178 | $487.3M | $9.5M |
| 4 | HIBU INC. HIBU INC. 401(K) PROFIT SHARING PLAN TRUST | CEDAR RAPIDS IA | 1,709 | $352.0M | $4.7M |
| 5 | INOVA DIAGNOSTICS, INC. INOVA DIAGNOSTICS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 320 | $33.2M | $2.4M |
| 6 | BUNN-O-MATIC CORPORATION BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST | SPRINGFIELD IL | 1,587 | $151.2M | $2.4M |
| 7 | THE GREENBRIER COMPANIES, INC. THE GREENBRIER COMPANIES 401(K) RETIREMENT SAVINGS PLAN | LAKE OSWEGO OR | 2,291 | $260.7M | $2.3M |
| 8 | TS TECH AMERICAS, INC. TS TECH 401K SAVINGS PLAN | REYNOLDSBURG OH | 2,728 | $161.9M | $2.2M |
| 9 | WOMEN'S HEALTH CARE, P.C. WOMEN'S HEALTH CARE, P. C. PROFIT SHARING AND 401(K) PLAN | NEWBURGH IN | 114 | $21.7M | $1.8M |
| 10 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN | ATLANTA GA | 399 | $40.0M | $1.6M |
