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 in their Schedule of Assets, totaling $1.9M 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 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN | FAIRBANKS AK | 159 | $10.0M | $1.6M |
| 2 | SPERO FINANCIAL FEDERAL CREDIT UNION SPERO FINANCIAL FEDERAL CREDIT UNION 401(K)/PROFIT SHARING PLAN | GREENVILLE SC | 157 | $22.7M | $247K |
| 3 | VENTURE TOGETHER, INC. |
NANUET NY |
| 571 |
| $7.8M |
| $30K |
