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 in their Schedule of Assets, totaling $227K 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 | Z & M SHEET METAL, INC. Z & M SHEET METAL, INC. PROFIT SHARING PLAN | CHANTILLY VA | 116 | $10.2M | $206K |
| 2 | DAIRY UNION EMPLOYEES BENEFIT FUND TRUSTEES DAIRY UNION EMPLOYEES BENEFIT PLAN | INDEPENDENCE OH | 25 | $1.8M | $21K |
