Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Dfa US Targeted Val I in their Schedule of Assets, totaling $214K 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 | LEE-SMITH, INC. LEE-SMITH, INC. AND LESCO, INC. 401(K) RETIREMENT PLAN | CHATTANOOGA TN | 119 | $10.2M | $124K |
| 2 | NORTH COBB CHRISTIAN SCHOOL INC. NORTH COBB CHRISTIAN SCHOOL 403B PLAN | KENNESAW GA | 320 | $8.4M | $63K |
| 3 | THE COMMON APPLICATION INC. THE COMMON APPLICATION INC. 403B PLAN |
ARLINGTON VA |
| 174 |
| $31.1M |
| $18K |
| 4 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $9K |
