Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Target VAL I in their Schedule of Assets, totaling $4.8M 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 | COMMERZBANK AG COMMERZBANK AKTIENGESELLSCHAFT 401(K) SAVINGS PLAN | NEW YORK NY | 269 | $385.0M | $3.5M |
| 2 | SGI, INC. SGI, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 142 | $15.2M | $936K |
| 3 | EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST |
SALT LAKE CITY UT |
| 164 |
| $19.8M |
| $129K |
| 4 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $76K |
| 5 | URBAN ATELIER GROUP, LLC URBAN ATELIER 401(K) PLAN | NEW YORK NY | 166 | $26.8M | $68K |
| 6 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $33K |
| 7 | PLYMOUTH HARBOR, INC. PLYMOUTH HARBOR, INC. RETIREMENT SAVINGS PLAN 401(K) | SARASOTA FL | 370 | $8.8M | $31K |
