Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional 2040 Trgt-Ins Mutual Fund in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #1 | WACO TX | 3,275 | $48.2M | $2.8M |
| 2 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #3 | WACO TX | 705 | $12.9M | $1.3M |
