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 N/R in their Schedule of Assets, totaling $617K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AKUMIN INC. AKUMIN 401(K) PLAN | PLANTATION FL | 3,310 | $163.5M | $513K |
| 2 | SONIC MANUFACTURING TECHNOLOGIES SONIC MANUFACTURING 401(K) PLAN | FREMONT CA | 354 | $13.7M | $105K |