Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional DFA Us Targeted Value I Mutual Fund in their Schedule of Assets, totaling $11.4M 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 | ELECTRICAL COMPONENTS INTERNATIONAL, INC. ECI, INC. 401(K) PLAN | ST. LOUIS MO | 615 | $31.6M | $4.3M |
| 2 | SIGNATURE MEDICAL GROUP, INC. SIGNATURE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SAINT LOUIS MO | 313 | $115.5M | $2.2M |
| 3 | RYAN LAWN & TREE, INC. RYAN LAWN & TREE, INC. SAVINGS PLAN |
MERRIAM KS |
| 501 |
| $27.6M |
| $1.1M |
| 4 | CRAFTSMEN TRANSPORTATION SERVICES, LLC CRAFTSMEN TRANSPORTATION SERVICES, LLC 401(K) PLAN | ST. CHARLES MO | 126 | $23.5M | $1.1M |
| 5 | ANNE CARLSEN CENTER ANNE CARLSEN CENTER 401(K) PLAN | JAMESTOWN ND | 522 | $26.6M | $1.0M |
| 6 | V.I.P, INC. V.I.P., INC. RETIREMENT SAVINGS PLAN & TRUST | AUBURN ME | 674 | $7.6M | $851K |
| 7 | PROSOURCE TECHNOLOGIES, LLC PROSOURCE TECHNOLOGIES RETIREMENT SAVINGS PLAN | ST. PAUL MN | 52 | $7.4M | $462K |
| 8 | RYDELL AUTO CENTER, INC. RYDELL 401(K) PLAN | GRAND FORKS ND | 290 | $22.3M | $256K |
| 9 | HALE TRAILER BRAKE & WHEEL, INC. HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN | VOORHEES NJ | 489 | $36.3M | $102K |
| 10 | J.S. COALTER & ASSOCIATES, INC. COALTER GROUP 401(K) PLAN | CAPE GIRARDEAU MO | 221 | $517K | $16K |
