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 Port Instl - in their Schedule of Assets, totaling $32K 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 | ADELANTE DEVELOPMENT CENTER, INC. ADELANTE DEVELOPMENT CENTER, INC. 403(B) PLAN | ALBUQUERQUE NM | 497 | $9.2M | $30K |
| 2 | CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON CA | 56 | $3.4M | $2K |
| 3 | TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN |
LODI CA |
| 96 |
| $7.5M |
| $8 |
