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 US Targeted Val Port Inst in their Schedule of Assets, totaling $19.9M 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 | ELON UNIVERSITY ELON UNIVERSITY DEFINED CONTRIBUTION PLAN | ELON NC | 1,712 | $324.2M | $14.6M |
| 2 | ELON UNIVERSITY ELON UNIVERSITY TAX DEFERRED ANNUITY PLAN | ELON NC | 883 | $90.9M | $4.3M |
| 3 | ASIAN HEALTH SERVICES ASIAN HEALTH SERVICES 403(B) PLAN |
OAKLAND CA |
| 672 |
| $101.4M |
| $508K |
| 4 | MAINE PUBLIC MAINE PUBLIC BROADCASTING CORPORATION 403B RETIREMENT PLAN | LEWISTON ME | 114 | $28.0M | $427K |
| 5 | THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH FL | 373 | $47.2M | $59K |
