Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Advisors DFA U.S. Targeted Value Portfolio Institutional N/R in their Schedule of Assets, totaling $3.1M 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 | REALM IDX, INC. REALM IDX, INC. 401(K) PLAN | ALISO VIEJO CA | 1,135 | $106.2M | $1.5M |
| 2 | AMBRY GENETICS CORPORATION AMBRY GENETICS 401(K) PLAN | ALISO VIEJO CA | 840 | $109.1M | $1.5M |
