Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA US Targeted Value Fund I in their Schedule of Assets, totaling $356K 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 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $244K |
| 2 | MARK ANDY, INC. MARK ANDY, INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN | CHESTERFIELD MO | 392 | $75.4M | $112K |
