Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional 2045 Target Date Retirement Income Fund Institutional Class " in their Schedule of Assets, totaling $501K 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 | RHODE ISLAND NOVELTY RHODE ISLAND NOVELTY 401(K) PROFIT SHARING PLAN & TRUST | FALL RIVER MA | 170 | $21.1M | $499K |
| 2 | METROPOLITAN HEALTHCARE SERVICE METROPOLITAN HEALTHCARE SERVICE 401(K) PROFIT SHARING PLAN & TRUST | FAIRFAX VA | 644 | $236K | $3K |
