Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors US Target Value I in their Schedule of Assets, totaling $2.8M 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 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $2.7M |
| 2 | ADVANTAGE BENEFITS COMPANY, LLC ADVANTAGE BENEFITS COMPANY, LLC 401(K) RETIREMENT PLAN | BOCA RATON FL | 526 | $6.0M | $57K |
| 3 | OPENTRONS LABWORKS INC. OPENTRONS LABWORKS 401(K) PLAN |
WEST LONG ISLAND CITY NY |
| 190 |
| $15.7M |
| $31K |
