Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA DFA US Targeted Value Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICOLLECT, INC. AMERICOLLECT 401(K) PLAN | MANITOWOC WI | 246 | $12.0M | $426K |
| 2 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $315K |
| 3 | THE CHAIR KING, INC. THE CHAIR KING, INC. 401(K) PLAN |
HOUSTON TX |
| 148 |
| $5.6M |
| $252K |
| 4 | HEXARMOR, LIMITED PARTNERSHIP HEXARMOR 401K PLAN | GRAND RAPIDS MI | 202 | $14.4M | $176K |
| 5 | COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS MN | 42 | $12.7M | $95K |
| 6 | CMA/FLODYNE/HYDRADYNE, INC. CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN | BROOKFIELD WI | 146 | $37.8M | $68K |
| 7 | UNITED TELEPHONE COMPANY UNITED TELEPHONE COMPANY 401(K) PLAN | CHAPEL HILL TN | 188 | $9.2M | $59K |
| 8 | PLANHUB, INC PLANHUB 401(K) PLAN | WEST PALM BEACH FL | 123 | $4.3M | $38K |
| 9 | QUALITY BRANDS DISTRIBUTION, LLC QUALITY BRANDS DISTRIBUTION, LLC 401(K) RETIREMENT PLAN | OMAHA NE | 344 | $39.1M | $28K |
| 10 | FURNITURE CONCEPTS, LLC FURNITURE CONCEPTS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 114 | $4.1M | $7K |
