Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors LP DFA U.S. Targeted Value Cl I N/R in their Schedule of Assets, totaling $8.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON DC | 1,788 | $1.6B | $8.0M |
