Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional 2040 Target Dt Rtr Inc Instl in their Schedule of Assets, totaling $1.5M 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 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $1.5M |
