Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Targeted Value Fund in their Schedule of Assets, totaling $4.3M 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 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $1.9M |
| 2 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN | HOUSTON TX | 339 | $93.4M | $783K |
| 3 | ST ACQUISITION LLC ST EMPLOYEE RETIREMENT PLAN |
| 99 |
| $11.3M |
| $551K |
| 4 | GENEDX HOLDINGS CORP. SEMA4 401(K) PLAN | STAMFORD CT | 1,513 | $118.5M | $538K |
| 5 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $393K |
| 6 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN | HOUSTON TX | 122 | $15.7M | $90K |
| 7 | SOUTHERN MISSOURI CONTAINERS, INC. SMC PACKAGING GROUP 401(K) PLAN | SPRINGFIELD MO | 421 | $35.6M | $57K |
| 8 | OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY UNION OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN | SPRINGFIELD MO | 142 | $5.9M | $16K |
