Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio in their Schedule of Assets, totaling $3.8M 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 | TRUSTWAVE HOLDINGS, INC. TRUSTWAVE HOLDINGS, INC. 401(K) PLAN | CHICAGO IL | 297 | $86.7M | $1.1M |
| 2 | EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C. EMERGENCY PHYSICIANS OF TIDEWATER, PLC 401(K) & PROFIT SHARING PLAN | NORFOLK VA | 228 | $140.7M | $701K |
| 3 | PERDUE, BRANDON, FIELDER, COLLINS AND MOTT, L.L.P. |
HOUSTON TX |
| 458 |
| $33.7M |
| $563K |
| 4 | GENEDX HOLDINGS CORP. GENEDX HOLDINGS CORP. 401(K) PLAN | STAMFORD CT | 888 | $138.0M | $514K |
| 5 | LIBERTY STEEL INDUSTRIES, INC. LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN | WARREN OH | 150 | $8.3M | $353K |
| 6 | BEAVERTON TOYOTA, INC. HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 170 | $15.5M | $239K |
| 7 | ROBERT D. GILMORE & ASSOCIATES, INC. ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NEW BRITAIN PA | 182 | $28.9M | $212K |
| 8 | DOUBLE DIAMOND MANAGEMENT CORP. DOUBLE DIAMOND MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | DALLAS TX | 435 | $10.4M | $59K |
| 9 | INTERCEPT INTERACTIVE INC. INTERCEPT INTERACTIVE RETIREMENT PLAN | NEW YORK NY | 166 | $26.2M | $53K |
| 10 | VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN | PASADENA CA | 329 | $7.6M | $7K |
