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 Institutional in their Schedule of Assets, totaling $37K 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 | COLUMBIA CEDAR COLUMBIA CEDAR, INC. 401(K) PLAN | KETTLE FALLS WA | 90 | $5.5M | $15K |
| 2 | REFORMED THEOLOGICAL SEMINARY REFORMED THEOLOGICAL SEMINARY RETIREMENT PLAN | JACKSON MS | 181 | $18.7M | $15K |
| 3 | NAPOLEON SPRING WORKS, INC. NAPOLEON SPRING WORKS, INC. 401(K) PROFIT SHARING PLAN & TRUST |
ARCHBOLD OH |
| 125 |
| $7.2M |
| $7K |
