Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dimensional Fund Advisors US Targeted Value I Fund in their Schedule of Assets, totaling $14.4M 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 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL | CORVALLIS OR | 6,427 | $703.3M | $7.2M |
| 2 | GEP ADMINISTRATIVE SERVICES, LLC GEP ADMINISTRATIVE SERVICES SAVINGS & PROFIT SHARING 401(K) PLAN | BURBANK CA | 860 | $199.8M | $3.4M |
| 3 | SAMARITAN HEALTH SERVICES |
CORVALLIS OR |
| 5,269 |
| $320.6M |
| $2.4M |
| 4 | HEXARMOR, LIMITED PARTNERSHIP HEXARMOR 401K PLAN | GRAND RAPIDS MI | 251 | $17.4M | $587K |
| 5 | FRASER FRASER 403(B) RETIREMENT PLAN | OSCEOLA WI | 1,696 | $31.2M | $478K |
| 6 | ARLINGTON PROPERTIES, LLC ARLINGTON HOLDING COMPANY 401(K) PLAN | BIRMINGHAM AL | 732 | $17.1M | $112K |
| 7 | EASE LOGISTICS EASE LOGISTICS 401(K) PLAN | DUBLIN OH | 228 | $6.1M | $105K |
| 8 | SPECIALTY WELDING AND TURNAROUNDS, LLC SWAT 401(K) PLAN | GONZALES LA | 1,440 | $43.7M | $71K |
| 9 | ITC INCORPORATED ITC INCORPORATED RETIREMENT SAVINGS PLAN | HUDSONVILLE MI | 115 | $9.1M | $3K |
