Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors Registered Investment Company - U.S. Targeted Value Portfolio Institutional Class in their Schedule of Assets, totaling $68K 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 | SOUTH FLORIDA SURGICAL SPECIAL SOUTH FLORIDA SURGICAL SPECIAL 401(K) PROFIT SHARING PLAN & TRUST | POMPANO BEACH FL | 156 | $17.4M | $68K |
