Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisor (DFA) US Targeted Value I in their Schedule of Assets, totaling $263K 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 | WEATHERTECH DIRECT, LLC WEATHERTECH DIRECT, LLC 401(K) PLAN | BOLINGBROOK IL | 1,230 | $77.7M | $232K |
| 2 | HEALTH CARE PARTNERS OF SOUTH CAROLINA, INC. HEALTH CARE PARTNERS OF SOUTH CAROLINA, INC. 403(B) PLAN | CONWAY SC | 151 | $3.4M | $32K |
