Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional DFA US Targeted Value Fund in their Schedule of Assets, totaling $17.8M 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 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $17.6M |
| 2 | ASSUMPTION HOME, INC. THE ASSUMPTION HOME 401(K) PLAN & TRUST | COLD SPRING MN | 0 | $2.5M | $108K |
| 3 | TUOHY FURNITURE CORPORATION TFC EMPLOYEE'S SAVINGS INCENTIVE PLAN |
CHATFIELD MN |
| 127 |
| $15.8M |
| $70K |
