Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional DFA US Targeted Value Mutual fund N/A in their Schedule of Assets, totaling $4.5M 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 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $4.0M |
| 2 | VERIHA TRUCKING, INC. VERIHA TRUCKING, INC. 401(K) PROFIT SHARING PLAN | MARINETTE WI | 239 | $7.8M | $237K |
| 3 | CAMPUSWORKS INC. CAMPUSWORKS INC. 401(K) PROFIT SHARING PLAN |
BRADENTON FL |
| 210 |
| $12.5M |
| $162K |
| 4 | SHIMADZU USA MANUFACTURING, INC. SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN | CANBY OR | 154 | $7.0M | $70K |
| 5 | UPPER GREAT LAKES FAMILY HEATH CENTER UPPER GREAT LAKES FAMILY HEALTH CENTER RETIREMENT PLAN | HANCOCK MI | 199 | $8.5M | $33K |
