Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding John Hancock* DFA US Targeted Value Fund in their Schedule of Assets, totaling $2.4M 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 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $848K |
| 2 | NATIONAL TRENCH SAFETY, INC. NTS 401(K) PLAN | HOUSTON TX | 802 | $39.2M | $303K |
| 3 | CHILDRENS PRIMARY CARE MEDICAL GROUP, INC. CHILDREN'S PRIMARY CARE MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN |
SAN DIEGO CA |
| 162 |
| $117.7M |
| $254K |
| 4 | DIVERSIFIED HEALTH CARE DIVERSIFIED HEALTH CARE 401(K) PLAN | COLLIERVILLE TN | 23 | $7.4M | $188K |
| 5 | TRIANGLE AUTO CENTER, INC. CRAIG ZINN AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | HOLLYWOOD FL | 804 | $35.5M | $164K |
| 6 | WORDEN-MARTIN INC WORDEN-MARTIN EMPLOYEE 401(K) PLAN | SAVOY IL | 134 | $10.7M | $108K |
| 7 | MEDI-TRANS, INC. MTI 401(K) PLAN | POMPANO BEACH FL | 231 | $7.4M | $60K |
| 8 | NEVADA HEAT TREATING, LLC CALIFORNIA BRAZING 401(K) PLAN | NEWARK CA | 157 | $8.3M | $60K |
| 9 | DISTINCTIVE HOME CARE INC DISTINCTIVE HOME CARE, INC. 401(K) PLAN | BOWIE MD | 149 | $5.1M | $47K |
| 10 | VELOCITOR SOLUTIONS, LLC VELOCITOR SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 237 | $7.1M | $42K |
