Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding DFA DFA US TARGETED VAL I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $7.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RANKEN JORDAN HOME FOR CONVALESCENT CRIPPLED CHILDREN RANKEN JORDAN EMPLOYEES 403B PLAN | MARYLAND HEIGHTS MO | 512 | $29.6M | $1.0M |
| 2 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $1.0M |
| 3 | C. HAGER & SONS HINGE MANUFACTURING COMPANY |
ST. LOUIS MO |
| 324 |
| $40.0M |
| $905K |
| 4 | KNOX COMMUNITY HOSPITAL KNOX COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MT VERNON OH | 1,378 | $52.5M | $506K |
| 5 | COMMUNITY HOSPITAL ASSOCIATION INC COMMUNITY HOSPITAL ASSOCIATION INC. 403B PLAN | FAIRFAX MO | 194 | $8.5M | $470K |
| 6 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. TAX DEFERRED ANNUITY PLAN | SAINT PAUL MN | 563 | $16.2M | $414K |
| 7 | MENTAL HEALTH COOPERATIVE INC. MENTAL HEALTH COOPERATIVE RETIREMENT PLAN | NASHVILLE TN | 855 | $52.8M | $401K |
| 8 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $357K |
| 9 | LUBE MANAGEMENT CORP. LUBE MANAGEMENT CORP 401K SAFE HARBOR RETIREMENT SAVINGS PLAN | SANDY UT | 269 | $11.1M | $342K |
| 10 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $289K |
