Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding DFA US Targeted Value Mutual fund in their Schedule of Assets, totaling $25.9M 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 | JOHNSON FINANCIAL GROUP, INC. JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN | RACINE WI | 893 | $278.6M | $10.8M |
| 2 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 2,514 | $246.4M | $5.1M |
| 3 | PIKE CONSTRUCTION SERVICES, INC. PIKE COMPANIES LIMITED 401(K) SAVINGS AND PROFIT SHARING PLAN | ROCHESTER NY | 344 | $76.0M | $2.7M |
| 4 | BROWN DISTRIBUTING COMPANY, LTD 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | AUSTIN TX | 448 | $38.6M | $2.2M |
| 5 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | AUSTIN TX | 203 | $16.0M | $842K |
| 6 | THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE AI2 401(K) PLAN | SEATTLE WA | 203 | $48.0M | $838K |
| 7 | ROBSON COMMUNITIES, INC. ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST | SUN LAKES AZ | 568 | $51.5M | $620K |
| 8 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $538K |
| 9 | ETERNAL WORD TELEVISION NETWORK, INC. EWTN 403(B) RETIREMENT SAVINGS PLAN | IRONDALE AL | 472 | $40.8M | $500K |
| 10 | AGREX INC. AGREX INC. 401(K) PLAN | OVERLAND PARK KS | 106 | $21.7M | $388K |
