Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dimensional DFA US Targeted Value I - in their Schedule of Assets, totaling $46.9M 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 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $23.3M |
| 2 | ONEMAIN GENERAL SERVICES CORPORATION ONEMAIN 401(K) PLAN | EVANSVILLE IN | 9,172 | $650.6M | $14.9M |
| 3 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN |
LOUISVILLE KY |
| 3,214 |
| $166.6M |
| $3.7M |
| 4 | W. W. WALLWORK, INC. W. W. WALLWORK, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 542 | $51.1M | $2.4M |
| 5 | MID-AMERICA TRANSPLANT SERVICES MID-AMERICA TRANSPLANT SERVICES SAVINGS AND INVESTMENT PLAN | ST. LOUIS MO | 260 | $38.7M | $669K |
| 6 | RISE, INC. RISE, INC. 401(K) SAVINGS PLAN | FRIDLEY MN | 804 | $15.0M | $612K |
| 7 | LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS LIGHTSPEED SYSTEMS 401(K) PROFIT SHARING PLAN | AUSTIN TX | 167 | $23.1M | $479K |
| 8 | GULF COAST REGIONAL BLOOD CENTER GULF COAST REGIONAL BLOOD CENTER 403(B) TAX DEFERRED ANNUITY PLAN | HOUSTON TX | 779 | $77.4M | $464K |
| 9 | BEMOBILE, INC. BEMOBILE, INC. 401(K) PLAN | GRAND FORKS ND | 309 | $7.2M | $290K |
| 10 | CATHOLIC CHARITIES OF THE DIOCESE OF ST. CLOUD CATHOLIC CHARITIES OF THE DIOCESE OF ST. CLOUD 401(K) RETIREMENT PLAN | ST. CLOUD MN | 259 | $22.2M | $86K |
