Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional US Targeted Value ETF Mutual fund in their Schedule of Assets, totaling $190K 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 | SHENTEL MANAGEMENT COMPANY HORIZON TELCOM AND SUBSIDIARIES SALARIED EMPLOYEES PENSION PLAN & TRUST AGREEMENT | EDINBURGH VA | 23 | $16.2M | $180K |
| 2 | CREAM-O-LAND DAIRY, INC. CREAM-O-LAND DAIRY UNION EMPLOYEES' PENSION PLAN | FLORENCE NJ | 257 | $828K | $10K |
