Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Targeted Value I in their Schedule of Assets, totaling $52.7M 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 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $33.2M |
| 2 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $4.1M |
| 3 | OPN ARCHITECTS, INC. |
CEDAR RAPIDS IA |
| 110 |
| $40.4M |
| $2.4M |
| 4 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $1.6M |
| 5 | DIXIE ELECTRIC COMPANY, INC. DIXIE ELECTRIC COMPANY, INC. 401(K) PLAN | MONTGOMERY AL | 361 | $9.5M | $1.4M |
| 6 | YKK CORPORATION OF AMERICA YKK 401(K) RETIREMENT PLAN | ATLANTA GA | 999 | $149.2M | $1.4M |
| 7 | AMERICAN PACIFIC MORTGAGE CORPORATION AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN | ROSEVILLE CA | 2,801 | $153.4M | $1.2M |
| 8 | MIDAMERICA HOTELS CORPORATION MIDAMERICA HOTELS CORPORATION PROFIT SHARING PLAN | CAPE GIRARDEAU MO | 474 | $30.6M | $1.2M |
| 9 | MARQUETTE ASSOCIATES, INC. MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 141 | $40.5M | $836K |
| 10 | SPRINGFIELD, INC. SPRINGFIELD, INC. 401(K) PROFIT SHARING PLAN | GENESEO IL | 325 | $23.6M | $618K |
