Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional DFA US Targeted Value Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | STRATA CORPORATION STRATA CORPORATION 401(K) | GRAND FORKS ND | 708 | $59.4M | $1.9M |
| 2 | VALLEY SENIOR LIVING VALLEY SENIOR LIVING RETIREMENT PLAN | GRAND FORKS ND | 491 | $34.5M | $1.5M |
