Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional DFA US Targeted Value I Mutual Fund N/A in their Schedule of Assets, totaling $2.3M 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 | INDUSTRIAL BUILDERS, INC. INDUSTRIAL BUILDERS, INC. RETIREMENT PLAN | FARGO ND | 156 | $30.6M | $1.4M |
| 2 | NORRIS DESIGN, INC. NORRIS DESIGN 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 139 | $20.5M | $379K |
| 3 | BRANDT HOLDINGS COMPANY BRANDT HOLDINGS COMPANY 401(K) PLAN |
FARGO ND |
| 1,713 |
| $114.3M |
| $347K |
| 4 | NORTHWOOD DEACONESS HEALTH CENTER NORTHWOOD DEACONESS HEALTH CENTER 401(K) PLAN | NORTHWOOD ND | 134 | $6.5M | $132K |
| 5 | LUTHER MEMORIAL HOME LUTHER MEMORIAL HOME 401K PLAN | MAYVILLE ND | 89 | $4.4M | $74K |
| 6 | AMERILUX INTERNATIONAL LLC AMERILUX INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN | DE PERE WI | 260 | $4.3M | $43K |
