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 Class in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAYLOR-LISTUG, INC. DBA TAYLOR GUITARS TAYLOR GUITARS SAVING AND RETIREMENT PLAN | EL CAJON CA | 413 | $59.8M | $1.5M |
| 2 | UNITED CLAIM SOLUTIONS, LLC VALENZ 401(K) RETIREMENT SAVINGS PLAN | WAYNE PA | 528 | $13.5M | $379K |
| 3 | VELOCITY COMMERCIAL CAPITAL 401K PL |
WESTLAKE VILLAGE CA |
| 289 |
| $22.2M |
| $170K |
