Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Targeted Value I in their Schedule of Assets, totaling $61.0M 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 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $33.2M |
| 2 | CUBIC CORPORATION CUBIC CORPORATION 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,834 | $634.2M | $8.4M |
| 3 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP |
GREENSBORO NC |
| 183 |
| $154.7M |
| $4.1M |
| 4 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $2.4M |
| 5 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $1.6M |
| 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 | TLG OPERATIONS, LLC THE LARSON GROUP 401(K) PLAN | SPRINGFIELD MO | 1,314 | $59.8M | $815K |
