Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Targeted Value I - in their Schedule of Assets, totaling $11.7M 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 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,698 | $581.1M | $9.3M |
| 2 | OHIO LIVING OHIO LIVING 403(B) PLAN | WESTERVILLE OH | 2,442 | $72.5M | $1.7M |
| 3 | JEWISH FAMILY SERVICE OF TIDEWATER, INC. JEWISH FAMILY SERVICE 403B TAX DEFERRED ANNUITY PLAN |
VIRGINIA BEACH VA |
| 96 |
| $5.2M |
| $687K |
| 4 | BOND BROTHERS, INC. BOND BROTHERS, INC. 401(K) PLAN | MEDFORD MA | 421 | $95.4M | $40K |
| 5 | RIDGLEA COUNTRY CLUB RIDGLEA COUNTRY CLUB RETIREMENT PLAN | FORT WORTH TX | 157 | $3.4M | $2K |
