Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors DFA Targeted Credit Portfolio in their Schedule of Assets, totaling $32K 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 | ZEPF CENTER ZEPF CENTER RETIREMENT SAVINGS PLAN | TOLEDO OH | 424 | $22.8M | $27K |
| 2 | JAGOE HOMES, INC. JAGOE HOMES, INC. 401(K) PLAN | OWENSBORO KY | 114 | $6.4M | $5K |
