Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Targeted Value Portfolio—Institutional Class in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD IL | 1,773 | $190.4M | $4.7M |
| 2 | BRASWELL FAMILY FARMS BRASWELL FAMILY FARMS 401(K) PLAN | NASHVILLE NC | 125 | $19.6M | $690K |
| 3 | MT. WASHINGTON PEDIATRIC HOSPITAL, INC. MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN |
BALTIMORE MD |
| 589 |
| $40.1M |
| $495K |
| 4 | PROVEN BUSINESS SYSTEMS, LLC PROVEN BUSINESS SYSTEMS 401(K) PLAN | TINLEY PARK IL | 286 | $16.1M | $376K |
| 5 | ALLIED BENEFIT SYSTEMS, LLC ALLIED BENEFIT SYSTEMS, LLC RETIREMENT SAVINGS PLAN | CHICAGO IL | 809 | $33.3M | $112K |
| 6 | WELLBIZ BRANDS, INC. WELLBIZ BRANDS, INC. 401(K) PLAN | DENVER CO | 76 | $9.1M | $92K |
| 7 | POSHMARK, INC. POSHMARK, INC. 401(K) PLAN | REDWOOD CITY CA | 490 | $33.4M | $69K |
| 8 | COMPASSMSP, LLC COMPASSMSP, LLC 401(K) PLAN | HARTFORD CT | 204 | $10.1M | $58K |
| 9 | THUNDERBIRD, LLC THUNDERBIRD, LLC 401(K) PLAN | OAK BROOK IL | 682 | $14.4M | $29K |
| 10 | F&B MFG LLC F&B MFG LLC 401(K) PLAN | PHOENIX AZ | 169 | $3.7M | $4K |
