Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding John Hancock DFA U.S. Targeted Value Fund - in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $555K |
| 2 | DIRECTIONS CREDIT UNION DIRECTIONS CREDIT UNION 401(K) PLAN AND TRUST | TOLEDO OH | 253 | $18.8M | $159K |
| 3 | PRESTON MANAGEMENT, INC. |
NEW CASTLE PA |
| 370 |
| $22.2M |
| $148K |
| 4 | TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON OH | 342 | $12.1M | $77K |
| 5 | CIB WIRE & IRON WORKS, LLC C.I. BANKER WIRE AND IRON WORKS, INC. 401(K) PLAN | MUKWONAGO WI | 184 | $13.4M | $70K |
| 6 | RECSOLU, INC. DBA YELLO RECSOLU, INC. 401(K) P/S PLAN | CHICAGO IL | 89 | $15.1M | $12K |
| 7 | JIM COLEMAN TOYOTA, INC. COLEMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | BETHESDA MD | 261 | $10.1M | $10K |
| 8 | MOUNTAIN RIVER TRUCKING COMPANY, INC. MOUNTAIN RIVER 401(K) PLAN | MOUNT AIRY NC | 149 | $953K | $9K |
| 9 | ENGRAIN, INC. ENGRAIN 401(K) PLAN | GREENWOOOD VILLAGE CO | 148 | $5.5M | $7K |
