Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors US Targeted Value Portfiolio Institutional in their Schedule of Assets, totaling $2.4M 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 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP PARTNER PENSION PLAN II | NEW YORK NY | 92 | $28.1M | $1.2M |
| 2 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP PARTNER PENSION PLAN I | NEW YORK NY | 92 | $28.1M | $1.2M |
