DFA US Targeted Value Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 598 retirement plans report an interest in this investment, totaling $51.0M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
598
Reported interest (EOY)
$51.0M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 8 name variants: DFA US Targeted Value Fund, DFA US Targeted Value I, DFA US Targeted Value, DFA US Targeted Value Port, DFA US Targeted Value Portfolio, DFA US Targeted Value A, DFA US Targeted Value Portfolio FD, DFA US Targeted Value Port Inst. Counts combine all variants of the same investment.
Plans holding DFA US Targeted Value Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MARTINREA INDUSTRIES, INC. MARTINREA INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | AUBURN HILLS MI | 2,998 | $121.5M | $2.8M |
| 2 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 25,713 | $550.4M | $2.3M |
| 3 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $1.9M |
| 4 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.3M |
| 5 | THE FUNK COMPANIES THE FUNK COMPANIES 401(K) PLAN | OKLAHOMA CITY OK | 229 | $18.7M | $1.1M |
| 6 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $869K |
| 7 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $848K |
| 8 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $820K |
| 9 | VOLUNTEER ENERGY COOPERATIVE PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE | DECATUR TN | 53 | $22.6M | $715K |
| 10 | OKLAHOMA TEMPORARY SERVICES, INC OKLAHOMA TEMPORARY SERVICES, INC. 401(K) PLAN | OKLAHOMA CITY OK | 224 | $14.4M | $651K |
See all 598 plans holding DFA US Targeted Value Fund
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