Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding DFA US Targeted Value in their Schedule of Assets, totaling $22.1M 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 | J. F. SHEA COMPANY, INC. J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN | WALNUT CA | 1,919 | $482.7M | $15.6M |
| 2 | THE HERSHEY COMPANY THE HERSHEY COMPANY 401(K) PLAN | HERSHEY PA | 11,915 | $2.1B | $1.6M |
| 3 | STRATASYS, INC. STRATASYS, INC. 401(K) SALARY SAVINGS PLAN |
EDEN PRAIRIE MN |
| 838 |
| $179.0M |
| $1.2M |
| 4 | N & M TRANSFER CO., INC. N & M TRANSFER CO. INC. 401(K) PROFIT SHARING PLAN | NEENAH WI | 694 | $107.0M | $1.2M |
| 5 | ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD NH | 318 | $103.4M | $594K |
| 6 | GARDEN STATE VETERINARY SPECIALISTS GARDEN STATE VETERINARY SPECIALISTS 401(K) PLAN | TINTON FALLS NJ | 620 | $17.1M | $336K |
| 7 | ST FRANCIS HEALTH SERVICES OF MORRIS INC. ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN | MORRIS MN | 1,416 | $38.7M | $312K |
| 8 | BLUESTAR RESORT & GOLF LLC BLUESTAR RESORT & GOLF 401(K) RETIREMENT PLAN | WALNUT CA | 1,308 | $11.7M | $244K |
| 9 | AUTO SYSTEMS CENTERS INC AUTO SYSTEMS CENTERS INC 401K PLAN | TOLEDO OH | 408 | $15.0M | $193K |
| 10 | ST FRANCIS HEALTH SERVICES OF MORRIS INC. ST. FRANCIS HEALTH SERVICES OF MORRIS TAX DEFERRED ANNUITY PLAN | MORRIS MN | 2,133 | $18.3M | $135K |
