Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company DFA US TARGET VAL I A in their Schedule of Assets, totaling $5.8M 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 CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND OH | — | $4.3B | $3.6M |
| 2 | THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION CASH BALANCE PLAN | CLEVELAND OH | 5,131 | $1.6B | $1.4M |
| 3 | THE CLEVELAND CLINIC FOUNDATION |
CLEVELAND OH |
| 8,377 |
| $969.1M |
| $803K |
