Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Targeted Value in their Schedule of Assets, totaling $770K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POWDR CORP. POWDR CORP. 401(K) PLAN | PARK CITY UT | 4,903 | $39.4M | $582K |
| 2 | LARSEN MANUFACTURING, LLC LARSEN MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | MUNDELEIN IL | 217 | $10.4M | $188K |
