Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA US Targeted Value I N/R in their Schedule of Assets, totaling $3.3M 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 | CONFLUENCE TECHNOLOGIES, INC. CONFLUENCE 401(K) PLAN | PITTSBURGH PA | 249 | $71.7M | $1.6M |
| 2 | SMURFIT KAPPA NORTH AMERICA LLC SMURFIT KAPPA NORTH AMERICA 401(K)/PROFIT SHARING PLAN | IRVING TX | 1,213 | $117.8M | $1.1M |
| 3 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST |
DES PLAINES IL |
| 317 |
| $19.8M |
| $436K |
| 4 | CIS GROUP, LLC CIS GROUP, LLC 401(K) PLAN | SOUTHLAKE TX | 167 | $8.8M | $235K |
| 5 | COMMUNITY GUIDANCE CENTER COMMUNITY GUIDANCE CENTER TAX SHELTERED ANNUITY 403(B) PLAN | INDIANA PA | 132 | $7.1M | $18K |
