Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding DFA DFA US TARGETED VAL I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $5.3M 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 | 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 | COMMUNITY HOSPITAL ASSOCIATION INC |
FAIRFAX MO |
| 194 |
| $8.5M |
| $470K |
| 4 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. TAX DEFERRED ANNUITY PLAN | SAINT PAUL MN | 563 | $16.2M | $414K |
| 5 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $357K |
| 6 | LUBE MANAGEMENT CORP. LUBE MANAGEMENT CORP 401K SAFE HARBOR RETIREMENT SAVINGS PLAN | SANDY UT | 269 | $11.1M | $342K |
| 7 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $269K |
| 8 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. EMPLOYEES PENSION PLAN | SAINT PAUL MN | 363 | $13.2M | $255K |
| 9 | ROCKFORD UNIVERSITY ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN | ROCKFORD IL | 298 | $37.4M | $164K |
| 10 | DAVID A. BRAMBLE INC. DAVID A. BRAMBLE INC. 401K PROFIT SHARING PLAN AND TRUST | CHESTERTOWN MD | 229 | $26.4M | $146K |
