Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors Targeted Value I Fund N/R in their Schedule of Assets, totaling $34.6M 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 | GEORGIA TRANSMISSION CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) GEORGIA TRANSMISSION CORPORATION RETIREMENT PLAN | TUCKER GA | 341 | $246.2M | $15.5M |
| 2 | OGLETHORPE POWER CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) OGLETHORPE POWER CORPORATION RETIREMENT PLAN | TUCKER GA | 381 | $228.1M | $10.7M |
| 3 |
TUCKER GA |
| 281 |
| $180.0M |
| $8.4M |
