Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio—Institutional Class in their Schedule of Assets, totaling $77.2M 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 | STARBUCKS CORPORATION STARBUCKS CORPORATION 401(K) PLAN | SEATTLE WA | 220,791 | $4.9B | $56.4M |
| 2 | RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN TX | 1,428 | $1.0B | $9.4M |
| 3 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN |
AUSTIN TX |
| 4,389 |
| $412.4M |
| $3.4M |
| 4 | NEWPORT GROUP, INC. BUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN | FOLSOM CA | 1,072 | $86.2M | $2.0M |
| 5 | HOSPICE OF THE VALLEY HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) | PHOENIX AZ | 1,838 | $130.0M | $1.5M |
| 6 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. ASSOCIATE PLAN | AUSTIN TX | 814 | $129.7M | $900K |
| 7 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $776K |
| 8 | DTSV, INC. DTSV GROUP 401(K) PLAN | NEWPORT NEWS VA | 1,140 | $32.7M | $775K |
| 9 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $643K |
| 10 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $427K |
