Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional 2055 Target Date Retirement Income Fund Institutional Class " in their Schedule of Assets, totaling $303K 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 | RHODE ISLAND NOVELTY RHODE ISLAND NOVELTY 401(K) PROFIT SHARING PLAN & TRUST | FALL RIVER MA | 170 | $21.1M | $303K |
