Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Dimensional DFA US Targeted Val in their Schedule of Assets, totaling $68.9M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $58.0M |
| 2 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 731 | $163.4M | $2.5M |
| 3 | SHIMADZU SCIENTIFIC INSTRUMENTS, INC. |
COLUMBIA MD |
| 582 |
| $114.5M |
| $2.4M |
| 4 | ASCENT AEROSPACE HOLDINGS, LLC ASCENT AEROSPACE HOLDINGS, LLC 401(K) PLAN | MACOMB TOWNSHIP MI | 491 | $90.2M | $1.0M |
| 5 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $845K |
| 6 | AHF, LLC DBA AHF PRODUCTS AHF PRODUCTS 401(K) SAVINGS PLAN | MOUNTVILLE PA | 2,088 | $101.1M | $832K |
| 7 | SCENTSY, INC. SCENTSY, INC. RETIREMENT PLAN | MERIDIAN ID | 1,150 | $75.8M | $758K |
| 8 | COMMONWEALTH ANESTHESIA, PSC COMMONWEALTH ANESTHESIA, PSC 401(K) PROFIT SHARING PLAN | LEXINGTON KY | 94 | $37.9M | $741K |
| 9 | FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET MN | 1,675 | $110.7M | $656K |
| 10 | PHYSICIANS ALLIANCE OF CONNECTICUT, LLC PHYSICIANS ALLIANCE OF CONNECTICUT, LLC RETIREMENT PLAN | BRANFORD CT | 360 | $63.8M | $534K |
