Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s Dimensional Fund Advisors LP DFA U.S. Targeted Value Portfolio Institutional Fund in their Schedule of Assets, totaling $17.0M 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 | AVNET, INC. AVNET 401(K) PLAN | PHOENIX AZ | 2,753 | $624.3M | $17.0M |
