Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors US Targeted Value Portfolio in their Schedule of Assets, totaling $1.1M 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 | AMERICANTCS FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 1,185 | $58.6M | $751K |
| 2 | GALEN MEDICAL GROUP EMPLOYEES GALEN MEDICAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN | HIXSON TN | 505 | $62.2M | $346K |
| 3 | VIVENTIUM SOFTWARE, INC. |
BROOKLYN NY |
| 231 |
| $9.3M |
| $17K |
