Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors Us Targeted Value Fund Institutional Class in their Schedule of Assets, totaling $10.4M 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 | OCLC, INC. OCLC MATCHING THRIFT PLAN | DUBLIN OH | 910 | $174.0M | $3.9M |
| 2 | LATTICE SEMICONDUCTOR CORPORATION LATTICE SEMICONDUCTOR CORPORATION 401(K) EMPLOYEE SAVINGS PLAN | HILLSBORO OR | 297 | $202.9M | $3.7M |
| 3 | OCLC, INC. OCLC RETIREMENT PLAN |
DUBLIN OH |
| 920 |
| $120.3M |
| $2.2M |
| 4 | OCLC, INC. OCLC SUPPLEMENTAL PLAN | DUBLIN OH | 920 | $24.2M | $551K |
