Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors US Targeted Value Fund in their Schedule of Assets, totaling $804K 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 | TUV RHEINLAND OF NORTH AMERICA, INC. TUV RHEINLAND 401(K) PROFIT SHARING PLAN | BOXBOROUGH MA | 339 | $52.6M | $435K |
| 2 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN | ATLANTIC CITY NJ | 2,187 | $34.0M | $165K |
| 3 | PROPAK LOGISTICS, LLC PROPAK LOGISTICS, LLC 401(K) RETIREMENT PLAN |
FORT SMITH AR |
| 419 |
| $4.7M |
| $87K |
| 4 | TRI HOLDCO, INC. TRI HOLDCO., INC. 401(K) PLAN | FOLSOM CA | 301 | $29.9M | $83K |
| 5 | ELK SUPPLY COMPANY, LLC ELK SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | WEATHERFORD OK | 166 | $8.6M | $14K |
| 6 | J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON PA | 164 | $23.3M | $13K |
| 7 | CLAREMONT COMPANIES, LLC CLAREMONT COMPANIES, LLC 401(K) RETIREMENT PLAN | BRIDGEWATER MA | 426 | $11.2M | $7K |
