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 Value I Fund in their Schedule of Assets, totaling $2.8M 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 | LARSON ENGINEERING, INC. LARSON ENGINEERING RETIREMENT PLAN | WHITE BEAR LAKE MN | 186 | $36.4M | $919K |
| 2 | SPOK HOLDINGS, INC. SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN | ALEXANDRIA VA | 437 | $129.5M | $837K |
| 3 | BENFIELD ELECTRIC COMPANY, INC. BENFIELD ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN |
ABERDEEN MD |
| 190 |
| $18.0M |
| $550K |
| 4 | COMSTOCK RESOURCES, INC. COMSTOCK RESOURCES, INC. 401(K) PROFIT SHARING PLAN | FRISCO TX | 258 | $43.9M | $465K |
