Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Targeted Value I N/A in their Schedule of Assets, totaling $554K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IDA COUNTY, IOWA COMMUNITY HOSPITAL DBA HORN MEMORIAL HOSPITAL HORN MEMORIAL HOSPITAL 401(K) PLAN | IDA GROVE IA | 196 | $14.7M | $283K |
| 2 | ROYAL BUSINESS BANK ROYAL BUSINESS BANK 401K PROFIT SHARING PLAN AND TRUST | LOS ANGELES CA | 372 | $25.0M | $256K |
| 3 | COATES FIELD SERVICE, INC. |
OKLAHOMA CITY OK |
| 210 |
| $15.1M |
| $15K |
