Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA U.S. Targeted Value CL I N/R in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TIDAL BASIN HOLDCO LLC TIDAL BASIN HOLDCO LLC 401(K) RETIREMENT SAVINGS PLAN | UTICA NY | 599 | $20.0M | $2.1M |
| 2 | RISING PHOENIX HOLDINGS CORPORATION RISING PHOENIX HOLDINGS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | UTICA NY | 809 | $16.8M | $1.9M |
