Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding DFA US Targeted Value - in their Schedule of Assets, totaling $30.8M 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 | J. F. SHEA COMPANY, INC. J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN | WALNUT CA | 1,919 | $482.7M | $15.6M |
| 2 | THE SWATCH GROUP (U.S.) INC. THE SWATCH GROUP (U.S.) INC. 401(K) PLAN | MIAMI FL | 962 | $74.7M | $2.6M |
| 3 | THE HERSHEY COMPANY THE HERSHEY COMPANY 401(K) PLAN |
HERSHEY PA |
| 11,915 |
| $2.1B |
| $1.6M |
| 4 | STRATASYS, INC. STRATASYS, INC. 401(K) SALARY SAVINGS PLAN | EDEN PRAIRIE MN | 838 | $179.0M | $1.2M |
| 5 | N & M TRANSFER CO., INC. N & M TRANSFER CO. INC. 401(K) PROFIT SHARING PLAN | NEENAH WI | 694 | $107.0M | $1.2M |
| 6 | HENLEY ENTERPRISES, INC. HENLEY COMPANIES 401(K) SAVINGS PLAN | NEWTON HIGHLANDS MA | 3,062 | $53.8M | $744K |
| 7 | WNB HOLDING COMPANY WNB 401(K) PLAN | WINONA MN | 114 | $28.0M | $684K |
| 8 | RICHARDSON INDUSTRIES, INC. RICHARDSON INDUSTRIES, INC. 401(K) PLAN | SHEBOYGAN FALLS WI | 180 | $19.0M | $633K |
| 9 | ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD NH | 318 | $103.4M | $594K |
| 10 | ALBANY GASTROENTEROLOGY CONSULTANTS, PLLC ALBANY GASTROENTEROLOGY CONSULTANTS, PLLC 401(K) PLAN | ALBANY NY | 0 | $14.7M | $568K |
