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 Portfolio Institutional in their Schedule of Assets, totaling $3.5M 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 | BRASKEM AMERICA, INC. BRASKEM RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 782 | $230.0M | $2.6M |
| 2 | LABATT FOOD SERVICE LABATT FOOD SERVICE EMPLOYEES' PROFIT SHARING PLAN | SAN ANTONIO TX | 1,586 | $83.3M | $494K |
| 3 | GEORGE M. LEADER FAMILY CORPORATION COUNTRY MEADOWS 401(K) RETIREMENT PLAN |
HERSHEY PA |
| 1,908 |
| $40.5M |
| $249K |
| 4 | PRIORITY PRIVATE OPCO LLC D/B/A SOLLIS HEALTH OPCO SOLLIS HEALTH RETIREMENT PLAN | NEW YORK NY | 234 | $9.1M | $78K |
| 5 | MENNO HAVEN, INC. MENNO HAVEN, INC. 403(B) PLAN | CHAMBERSBURG PA | 262 | $19.7M | $41K |
