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 Portfolio (I) in their Schedule of Assets, totaling $13K 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 | ASCENDHR, LLC. ASCENDHR RETIREMENT SAVINGS PLAN | BECKLEY WV | 330 | $4.9M | $8K |
| 2 | CASPER'S ICE CREAM LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND UT | 224 | $8.3M | $6K |
