Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Targeted Value I Fund in their Schedule of Assets, totaling $23.5M 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 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $6.3M |
| 2 | U.S. LUMBER GROUP LLC U.S. LUMBER GROUP, LLC 401(K) PLAN | DULUTH GA | 3,926 | $214.0M | $4.5M |
| 3 | ST. MARY'S MEDICAL CENTER, INC. ST. MARY'S MEDICAL CENTER 403(B) PLAN |
HUNTINGTON WV |
| 3,704 |
| $159.5M |
| $2.0M |
| 4 | ALLERGY PARTNERS, PLLC ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN | SKYLAND NC | 937 | $119.8M | $1.5M |
| 5 | FREDERICK HEALTH, INC. FREDERICK HEALTH 403(B) PLAN | FREDERICK MD | 3,476 | $320.9M | $1.2M |
| 6 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $946K |
| 7 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $946K |
| 8 | YOUTH CONSULTATION SERVICE INC. YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN | NEWARK NJ | 1,123 | $33.8M | $655K |
| 9 | COUSINS EMPLOYEES, LLC COUSINS PROPERTIES RETIREMENT SAVINGS PLAN | ATLANTA GA | 324 | $51.1M | $626K |
| 10 | COMAGINE HEALTH COMAGINE HEALTH RETIREMENT SAVINGS PLAN | SEATTLE WA | 473 | $67.7M | $597K |
