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 in their Schedule of Assets, totaling $1.4M 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 | MILLER NASH LLP MILLER NASH LLP 401(K) PLAN | PORTLAND OR | 273 | $162.1M | $1.0M |
| 2 | LIMCO-PIEDMONT, INC. LIMCO-PIEDMONT, INC. 401(K) RETIREMENT PLAN | TULSA OK | 455 | $15.5M | $370K |
