Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors US Targeted Value R1 Fund Registered Investment Company in their Schedule of Assets, totaling $114K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE SANTA FE OPERA THE SANTA FE OPERA'S RETIREMENT PLAN | SANTA FE NM | 125 | $9.3M | $114K |
