Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dimensional Fund Advisors US Targeted Value I in their Schedule of Assets, totaling $59.5M 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 | SECURIAN FINANCIAL GROUP, INC. SECURIAN FINANCIAL GROUP, INC. PERFORMANCE SHARE PLAN | SAINT PAUL MN | 2,772 | $980.6M | $29.9M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $18.5M |
| 3 | DEAN DORTON ALLEN FORD, PLLC |
LEXINGTON KY |
| 539 |
| $85.7M |
| $9.0M |
| 4 | NLIGHT, INC. NLIGHT, INC. 401(K) PLAN | CAMAS WA | 636 | $69.4M | $856K |
| 5 | MCFARLAND-JOHNSON, INC. MCFARLAND-JOHNSON, INC. SAVINGS PLAN | BINGHAMTON NY | 211 | $38.6M | $595K |
| 6 | CONCEPT REHAB, INC. CONCEPT REHAB, INC. 401(K) PLAN | TOLEDO OH | 577 | $31.8M | $146K |
| 7 | COLONIAL MANAGEMENT GROUP, LP COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN | MAITLAND FL | 1,244 | $23.6M | $125K |
| 8 | MACE NORTH AMERICA, LTD MACE NORTH AMERICA, LTD 401(K) PLAN | NEW YORK NY | 123 | $12.4M | $89K |
| 9 | G. O. CARLSON, INC. G. O. CARLSON, INC. EMPLOYEES 401(K) PLAN | OIL CITY PA | 257 | $20.9M | $79K |
| 10 | BRUNSWICK BOWLING PRODUCTS, LLC BBP RETIREMENT SAVINGS PLAN | MUSKEGON MI | 236 | $41.4M | $74K |
