Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Targeted Value Portfolio - in their Schedule of Assets, totaling $13.9M 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 | SABRE GLBL INC. SABRE GLBL INC. 401(K) SAVINGS PLAN | SOUTHLAKE TX | 1,961 | $1.1B | $10.6M |
| 2 | CENTURI GROUP, INC. CENTURI GROUP, INC. PROFIT SHARING PLAN | PHOENIX AZ | 1,260 | $134.7M | $615K |
| 3 | EATING RECOVERY CENTER LLC EATING RECOVERY CENTER 401(K) PLAN |
DENVER CO |
| 2,010 |
| $85.8M |
| $611K |
| 4 | FULLMER CONSTRUCTION FULLMER CONSTRUCTION 401(K) PLAN | ONTARIO CA | 130 | $16.2M | $476K |
| 5 | TEBRA TECHNOLOGIES, INC. TEBRA 401(K) PLAN | CORONA DEL MAR CA | 496 | $32.7M | $344K |
| 6 | HALLMARK FINANCIAL SERVICES, INC HFS 401(K) SAVINGS PLAN | DALLAS TX | 268 | $29.7M | $291K |
| 7 | EPSILYTE HOLDINGS, LLC EPSILYTE HOLDINGS LLC 401(K) PLAN | THE WOODLANDS TX | 157 | $14.3M | $242K |
| 8 | EAST COAST REPAIR AND FABRICATION, LLC EAST COAST REPAIR AND FABRICATION 401(K) PROFIT SHARING PLAN | PORTSMOUTH VA | 232 | $14.0M | $237K |
| 9 | COLOR HEALTH, INC. COLOR 401(K) PLAN | BURLINGAME CA | 212 | $34.1M | $143K |
| 10 | NEW ENGLAND UTILITY CONSTRUCTORS, INC. NEW ENGLAND UTILITY CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN | LAWRENCE MA | 344 | $56.2M | $98K |
