Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA U.S. Targeted Value Fund in their Schedule of Assets, totaling $236K 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 | BTC MOBILITY, LLC BTC MOBILITY 401(K) RETIREMENT PLAN | WALTHAM MA | 189 | $31.3M | $192K |
| 2 | AGENDIA, INC. AGENDIA, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 174 | $18.3M | $26K |
| 3 | VALIANT MANAGEMENT, LLC AUTOMOTIVE TRANSPORT UNION PLAN |
SIMPSONVILLE KY |
| 36 |
| $2.7M |
| $18K |
