Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional DFA U.S. Targeted Value I Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | NEW LINE STRUCTURES & DEVELOPMENT LLC NEW LINE STRUCTURES 401(K) RETIREMENT PLAN | NEW YORK NY | 97 | $16.3M | $1.3M |
