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 Targeted Value - in their Schedule of Assets, totaling $3.2M 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 | GARBER MANAGEMENT GROUP, INC. GMG EMPLOYEES SAVINGS PLAN | SAGINAW MI | 2,211 | $126.5M | $1.3M |
| 2 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $760K |
| 3 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH |
| 515 |
| $53.3M |
| $452K |
| 4 | FABFITFUN INC. FABFITFUN, INC. 401(K) PLAN | BEVERLY HILLS CA | 307 | $22.1M | $306K |
| 5 | JONES BROS. CONTRACTORS, LLC JONES BROS 401(K) PLAN | MT JULIET TN | 668 | $17.7M | $257K |
| 6 | HEALTHTRAX INTERNATIONAL, INC. HEALTHTRAX INTERNATIONAL, INC. 401(K) & SALARY SAVINGS PLAN | GLASTONBURY CT | 221 | $8.7M | $101K |
| 7 | VENTURE TOGETHER, INC. VENTURE TOGETHER, INC. RETIREMENT PLAN | NANUET NY | 410 | $3.3M | $20K |
