Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional DFA US Targeted Value in their Schedule of Assets, totaling $340K 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 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $168K |
| 2 | BOARD OF TRUSTEES OF PRODUCTION SHEET METAL WORKERS LOCAL 10 RETIRE PRODUCTION SHEET METAL WORKERS' LOCAL 10 RETIREMENT PLAN | ST. PAUL MN | 331 | $33.5M | $122K |
| 3 | CLOVER HEALTH, LLC |
SAN FRANCISCO CA |
| 469 |
| $40.5M |
| $32K |
| 4 | HOTWIRE COMMUNICATIONS, LTD. HOTWIRE COMMUNICATIONS 401(K) PLAN | FORT LAUDERDALE FL | 1,896 | $36.5M | $18K |
