Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Institutional Class Dimensional Fund Advisors LP US Targeted Value Portfolio, Institutional N/R in their Schedule of Assets, totaling $12.8M 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 | SUB-ZERO GROUP, INC. SUB-ZERO GROUP EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN | MADISON WI | 1,508 | $382.0M | $10.3M |
| 2 | SUB-ZERO GROUP, INC. SUB-ZERO GROUP PRODUCTION EMPLOYEES' 401(K) PLAN | MADISON WI | 1,984 | $107.2M | $2.5M |
