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 Portfolio Institutional in their Schedule of Assets, totaling $394K 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 | IA AMERICAN WARRANTY, LP IA AMERICAN WARRANTY, LP 401(K) PLAN | AUSTIN TX | 643 | $49.2M | $292K |
| 2 | SIERRA FOREST PRODUCTS, INC. SIERRA FOREST PRODUCTS, INC 401(K) PLAN | SALT LAKE CITY UT | 260 | $15.5M | $53K |
| 3 | JACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL |
ROCKWALL TX |
| 286 |
| $4.0M |
| $49K |
