Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA US Targeted Value Portfolio Interest in registered investment companies xx in their Schedule of Assets, totaling $968K 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 | CANAM STEEL CORPORATION CANAM 401(K) PLAN | POINT OF ROCKS MD | 1,069 | $95.1M | $968K |
