Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Targeted Value I FD in their Schedule of Assets, totaling $100K 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 | ALLEGHANY COUNTY MEMORIAL HOSPITAL, INC ALLEGHANY MEMORIAL HOSPITAL 401(K) PLAN | SPARTA NC | 129 | $3.4M | $64K |
| 2 | HABITAT AMERICA, LLC HABITAT AMERICA, LLC 401(K) PLAN | ANNAPOLIS MD | 208 | $5.2M | $37K |
