Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional US Targeted Value I Fund in their Schedule of Assets, totaling $2.2M 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 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $1.2M |
| 2 | KONGSBERG MARITIME, INC. KONGSBERG 401(K) PLAN | LYNNWOOD WA | 575 | $95.4M | $1.0M |
| 3 | STACKPATH MANAGEMENT, INC. STACKPATH MANAGEMENT, INC. 401(K) PLAN |
DALLAS TX |
| 112 |
| $16.4M |
| $33K |
