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 Portfolio in their Schedule of Assets, totaling $15.5M 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 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | TULSA OK | 3,732 | $639.0M | $13.8M |
| 2 | HUNT & HENRIQUES,LLP HUNT & HENRIQUES,LLP 401(K) PLAN | SAN JOSE CA | 65 | $15.6M | $971K |
| 3 | ARROW DRILLERS, INC. ARROW DRILLERS, INC. 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 150 |
| $14.3M |
| $779K |
