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DFA US Targeted Value Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 577 retirement plans report an interest in this investment, totaling $44.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
577
Reported interest (EOY)
$44.6M
Data source
DOL Form 5500 · Schedule D
Plans holding DFA US Targeted Value Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $2.4M |
| 2 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $1.9M |
| 3 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.3M |
| 4 | THE FUNK COMPANIES THE FUNK COMPANIES 401(K) PLAN | OKLAHOMA CITY OK | 229 | $18.7M | $1.1M |
| 5 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $869K |
| 6 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $848K |
| 7 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $820K |
| 8 | OKLAHOMA TEMPORARY SERVICES, INC OKLAHOMA TEMPORARY SERVICES, INC. 401(K) PLAN | OKLAHOMA CITY OK | 224 | $14.4M | $651K |
| 9 | ROUGH COUNTRY, LLC ROUGH COUNTRY 401K PROFIT SHARING PLAN | DYERSBURG TN | 384 | $18.2M | $576K |
| 10 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $556K |
See all 577 plans holding DFA US Targeted Value Fund
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