Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Targeted Value Portfolio N/R in their Schedule of Assets, totaling $1.9M 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 | HERITAGE HOLDINGS OF LANCASTER COUNTY, INC. HERITAGE HOLDINGS OF LANCASTER COUNTY, INC. RETIREMENT PLAN | PALMYRA PA | 379 | $28.6M | $954K |
| 2 | GANNON UNIVERSITY GANNON UNIVERSITY DEFINED CONTRIBUTION PLAN | ERIE PA | 1,032 | $175.3M | $785K |
| 3 | AIR WATER AMERICA INC. AWA 401(K) PLAN |
BEDMINSTER NJ |
| 425 |
| $18.1M |
| $96K |
| 4 | NUWAY ALLIANCE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF NUWAY ALLIANCE | MINNEAPOLIS MN | 353 | $12.4M | $21K |
