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 Portfolio Fund Institutional in their Schedule of Assets, totaling $446K 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 | SUNMED LLC SUNMED LLC 401(K) PLAN | GRAND RAPIDS MI | 530 | $47.1M | $434K |
| 2 | AMERICAN-AMICABLE LIFE INSURANCE COMPANY OF TEXAS AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN | WACO TX | 271 | $26.9M | $12K |
