Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Targeted Value in their Schedule of Assets, totaling $2.4M 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 | THE VAN WINKLE LAW FIRM THE VAN WINKLE LAW FIRM PROFIT SHARING PLAN | ASHEVILLE NC | 76 | $22.7M | $1.6M |
| 2 | POWDR CORP. POWDR CORP. 401(K) PLAN | PARK CITY UT | 4,903 | $39.4M | $582K |
| 3 | LARSEN MANUFACTURING, LLC LARSEN MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
MUNDELEIN IL |
| 217 |
| $10.4M |
| $188K |
