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 portfolio fund 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 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $2.3M |
| 2 | TWO RIVERS FINANCIAL GROUP INC. TWO RIVERS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | BURLINGTON IA | 159 | $23.3M | $158K |
